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 | $62,455 | $127,296-50.9% | $109,907-43.2% | $167,536-62.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.16% | 22.97%-8.8pp | 29.46%-15.3pp | 478.82%-464.7pp |
| Employer contribution / active EE | $2,580 | $3,325-22.4% | $2,844-9.3% | $4,839-46.7% |
| Participant deferral / active EE | $5,629 | $4,513+24.7% | $4,047+39.1% | $6,342-11.2% |
| Admin fee / account holder | $6,116 | $7,119-14.1% | $6,069+0.8% | $12,315-50.3% |