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 | $87,778 | $82,678+6.2% | $125,391-30.0% | $68,490+28.2% |
| Participation rate | 98.1% | 75.1%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -15.51% | -5.97%-9.5pp | 572.41%-587.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $3,339 | $3,382-1.3% | $4,816-30.7% | $2,597+28.6% |
| Participant deferral / active EE | $6,737 | $6,111+10.2% | $7,448-9.6% | $4,028+67.3% |
| Admin fee / account holder | $3,503 | $6,277-44.2% | $10,009-65.0% | $5,403-35.2% |