Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,239 | $76,608-47.5% | $56,077-28.2% | $145,877-72.4% |
| Participation rate | 73.9% | 63.2%+10.7pp | 52.5%+21.4pp | 80.3%-6.4pp |
| Annual return | 6.95% | 3009.59%-3002.6pp | 1709.28%-1702.3pp | 551.28%-544.3pp |
| Employer contribution / active EE | $2,403 | $1,382+73.9% | $1,040+130.9% | $4,663-48.5% |
| Participant deferral / active EE | $4,263 | $2,624+62.5% | $1,954+118.2% | $6,691-36.3% |
| Admin fee / account holder | $1,643 | $3,325-50.6% | $2,825-41.8% | $13,402-87.7% |