Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $44,361 | $202,440-78.1% | $169,390-73.8% | $139,466-68.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 10.80% | 532.36%-521.6pp | 406.07%-395.3pp | 373.66%-362.9pp |
| Employer contribution / active EE | $1,334 | $4,693-71.6% | $4,013-66.8% | $4,754-71.9% |
| Participant deferral / active EE | $15,509 | $6,940+123.5% | $6,222+149.2% | $6,712+131.1% |
| Admin fee / account holder | $313 | $10,722-97.1% | $9,015-96.5% | $11,409-97.3% |