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 | $20,555 | $129,737-84.2% | $119,126-82.7% | $154,746-86.7% |
| Participation rate | 93.8% | 78.9%+14.9pp | 75.8%+18.0pp | 80.7%+13.0pp |
| Annual return | 15.96% | 379.08%-363.1pp | 282.11%-266.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,829 | $4,375-58.2% | $4,034-54.7% | $4,379-58.2% |
| Participant deferral / active EE | $2,812 | $5,842-51.9% | $5,318-47.1% | $6,730-58.2% |
| Admin fee / account holder | $2,706 | $11,961-77.4% | $10,693-74.7% | $14,365-81.2% |