Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,854 | $102,385-70.8% | $147,080-79.7% | $80,935-63.1% |
| Participation rate | 84.6% | 75.9%+8.7pp | 82.2%+2.4pp | 67.7%+17.0pp |
| Annual return | 16.09% | 135.09%-119.0pp | 420.17%-404.1pp | 35.66%-19.6pp |
| Employer contribution / active EE | $2,617 | $3,717-29.6% | $4,933-47.0% | $2,757-5.1% |
| Participant deferral / active EE | $8,146 | $6,651+22.5% | $8,066+1.0% | $4,299+89.5% |
| Admin fee / account holder | $2,128 | $7,951-73.2% | $12,989-83.6% | $6,924-69.3% |