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 | $56,234 | $56,197+0.1% | $67,652-16.9% | $59,633-5.7% |
| Participation rate | 92.6% | 71.5%+21.1pp | 75.7%+16.9pp | 68.7%+23.9pp |
| Annual return | 0.44% | 18508.10%-18507.7pp | 6625.40%-6625.0pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,142 | $1,615-29.2% | $2,266-49.6% | $2,203-48.1% |
| Participant deferral / active EE | $2,250 | $2,844-20.9% | $3,560-36.8% | $3,192-29.5% |
| Admin fee / account holder | $575 | $3,958-85.5% | $4,821-88.1% | $4,297-86.6% |