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 | $39,917 | $97,020-58.9% | $83,327-52.1% | $135,380-70.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.91% | 12.31%-21.2pp | 10.64%-19.5pp | 519.81%-528.7pp |
| Employer contribution / active EE | $6,304 | $4,144+52.1% | $3,379+86.6% | $4,779+31.9% |
| Participant deferral / active EE | $4,651 | $5,964-22.0% | $5,565-16.4% | $5,609-17.1% |
| Admin fee / account holder | $992 | $8,426-88.2% | $7,540-86.8% | $10,828-90.8% |