Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,179 | $172,111-87.7% | $150,298-85.9% | $137,256-84.6% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 20.16% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,933 | $4,636-58.3% | $4,154-53.5% | $4,156-53.5% |
| Participant deferral / active EE | $3,267 | $6,166-47.0% | $5,453-40.1% | $6,407-49.0% |
| Admin fee / account holder | $550 | $16,471-96.7% | $14,116-96.1% | $12,270-95.5% |