Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $52,425 | $56,431-7.1% | $130,788-59.9% | $87,485-40.1% |
| Participation rate | 76.4% | 58.9%+17.4pp | 70.1%+6.3pp | 68.9%+7.5pp |
| Annual return | 17.96% | 91.27%-73.3pp | 386.44%-368.5pp | 26.06%-8.1pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,636 | $2,749+105.0% | $4,137+36.2% | $4,274+31.9% |
| Admin fee / account holder | $2,287 | $4,433-48.4% | $6,673-65.7% | $7,775-70.6% |