Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,111 | $124,425-85.4% | $112,040-83.8% | $137,256-86.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.31% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,011 | $3,411-11.8% | $2,954+1.9% | $4,156-27.6% |
| Participant deferral / active EE | $4,974 | $5,718-13.0% | $5,098-2.4% | $6,407-22.4% |
| Admin fee / account holder | $1,808 | $15,207-88.1% | $12,098-85.1% | $12,270-85.3% |