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 | $29,731 | $125,778-76.4% | $114,563-74.0% | $154,746-80.8% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.9%+11.7pp | 80.7%+3.9pp |
| Annual return | 16.34% | 295.14%-278.8pp | 241.09%-224.8pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,130 | $2,806-59.7% | $2,592-56.4% | $4,379-74.2% |
| Participant deferral / active EE | $3,395 | $4,445-23.6% | $4,142-18.0% | $6,730-49.6% |
| Admin fee / account holder | $2,385 | $8,190-70.9% | $7,623-68.7% | $14,365-83.4% |