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 | $64,675 | $58,600+10.4% | $83,327-22.4% | $64,173+0.8% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.47% | 9.66%-17.1pp | 10.64%-18.1pp | 7.63%-15.1pp |
| Employer contribution / active EE | $510 | $2,098-75.7% | $3,379-84.9% | $2,381-78.6% |
| Participant deferral / active EE | $5,149 | $4,656+10.6% | $5,565-7.5% | $3,470+48.4% |
| Admin fee / account holder | $1,238 | $9,282-86.7% | $7,540-83.6% | $4,887-74.7% |