Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,515 | $73,848-57.3% | $143,799-78.1% | $68,486-54.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -5.05% | 0.91%-6.0pp | -0.04%-5.0pp | -7.85%+2.8pp |
| Employer contribution / active EE | $6,609 | $3,184+107.5% | $4,952+33.5% | $2,597+154.5% |
| Participant deferral / active EE | $5,306 | $3,385+56.8% | $5,638-5.9% | $4,028+31.7% |
| Admin fee / account holder | $320 | $5,755-94.4% | $14,677-97.8% | $5,404-94.1% |