Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,497 | $82,674-66.7% | $125,363-78.1% | $68,495-59.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.00% | -5.97%-3.0pp | 572.15%-581.1pp | -7.84%-1.2pp |
| Employer contribution / active EE | $3,271 | $3,382-3.3% | $4,815-32.1% | $2,596+26.0% |
| Participant deferral / active EE | $9,076 | $6,111+48.5% | $7,447+21.9% | $4,028+125.4% |
| Admin fee / account holder | $2,275 | $6,276-63.7% | $10,005-77.3% | $5,403-57.9% |