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 | $68,150 | $48,050+41.8% | $85,969-20.7% | $59,633+14.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | -0.26% | 0.29%-0.6pp | 9.32%-9.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $3,333 | $1,640+103.3% | $3,474-4.1% | $2,203+51.3% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,024 | $3,206-5.7% | $6,053-50.1% | $4,297-29.6% |