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 | $21,191 | $54,355-61.0% | $82,744-74.4% | $68,486-69.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.41% | -13.67%-4.7pp | 702.22%-720.6pp | -7.85%-10.6pp |
| Employer contribution / active EE | $3,508 | $2,219+58.1% | $3,008+16.6% | $2,597+35.1% |
| Participant deferral / active EE | $3,039 | $3,246-6.4% | $4,395-30.8% | $4,028-24.5% |
| Admin fee / account holder | $2,079 | $4,397-52.7% | $5,325-61.0% | $5,404-61.5% |