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 | $56,050 | $78,694-28.8% | $67,652-17.1% | $125,389-55.3% |
| Participation rate | 93.3% | 78.8%+14.5pp | 75.7%+17.7pp | 83.2%+10.1pp |
| Annual return | -2.50% | 9.46%-12.0pp | 6625.40%-6627.9pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,171 | $3,044-28.7% | $2,266-4.2% | $4,866-55.4% |
| Participant deferral / active EE | $2,767 | $4,292-35.5% | $3,560-22.3% | $5,352-48.3% |
| Admin fee / account holder | $3,323 | $7,403-55.1% | $4,821-31.1% | $9,541-65.2% |