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 | $28,889 | $77,416-62.7% | $69,464-58.4% | $152,897-81.1% |
| Participation rate | 95.5% | 78.1%+17.4pp | 74.6%+20.9pp | 82.5%+13.0pp |
| Annual return | 18.73% | 39.08%-20.3pp | 28.98%-10.2pp | 345.43%-326.7pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,500 | $4,413+24.6% | $3,536+55.5% | $5,851-6.0% |
| Admin fee / account holder | $319 | $6,208-94.9% | $3,840-91.7% | $11,599-97.3% |