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 | $26,707 | $89,367-70.1% | $141,191-81.1% | $72,975-63.4% |
| Participation rate | 88.1% | 75.1%+13.0pp | 82.5%+5.6pp | 69.5%+18.6pp |
| Annual return | 23.82% | 111.87%-88.0pp | 71.41%-47.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $3,934 | $3,115+26.3% | $4,736-16.9% | $2,440+61.2% |
| Participant deferral / active EE | $6,132 | $5,419+13.2% | $6,710-8.6% | $3,608+70.0% |
| Admin fee / account holder | $4,634 | $5,957-22.2% | $10,264-54.9% | $5,124-9.6% |