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 | $43,491 | $124,330-65.0% | $109,173-60.2% | $167,536-74.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.65% | 26.04%-11.4pp | 25.75%-11.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $3,715 | $4,209-11.8% | $3,723-0.2% | $4,839-23.2% |
| Participant deferral / active EE | $5,023 | $5,256-4.4% | $4,654+7.9% | $6,342-20.8% |
| Admin fee / account holder | $2,757 | $7,974-65.4% | $6,755-59.2% | $12,315-77.6% |