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 | $35,533 | $57,350-38.0% | $83,850-57.6% | $64,181-44.6% |
| Participation rate | 81.3% | 68.6%+12.6pp | 76.1%+5.1pp | 69.6%+11.7pp |
| Annual return | -6.71% | 11.38%-18.1pp | 850.92%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,554 | $2,545-38.9% | $3,631-57.2% | $2,381-34.7% |
| Participant deferral / active EE | $2,288 | $2,993-23.6% | $4,082-44.0% | $3,470-34.1% |
| Admin fee / account holder | $3,574 | $4,046-11.7% | $5,478-34.8% | $4,887-26.9% |