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 | $29,780 | $118,695-74.9% | $98,916-69.9% | $158,950-81.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.34% | 372.39%-359.1pp | 196.45%-183.1pp | 302.91%-289.6pp |
| Employer contribution / active EE | $1,475 | $3,333-55.8% | $2,689-45.2% | $4,762-69.0% |
| Participant deferral / active EE | $2,675 | $5,088-47.4% | $4,245-37.0% | $5,983-55.3% |
| Admin fee / account holder | $3,640 | $10,132-64.1% | $6,642-45.2% | $11,248-67.6% |