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 | $49,203 | $111,814-56.0% | $103,374-52.4% | $145,959-66.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.37% | 24.77%-8.4pp | 24.89%-8.5pp | 561.95%-545.6pp |
| Employer contribution / active EE | $1,748 | $4,214-58.5% | $3,869-54.8% | $4,661-62.5% |
| Participant deferral / active EE | $2,878 | $5,618-48.8% | $5,058-43.1% | $6,689-57.0% |
| Admin fee / account holder | $5,337 | $9,754-45.3% | $8,394-36.4% | $13,398-60.2% |