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 | $28,478 | $87,016-67.3% | $63,244-55.0% | $125,389-77.3% |
| Participation rate | 87.0% | 77.1%+9.9pp | 71.0%+15.9pp | 83.2%+3.8pp |
| Annual return | -2.80% | 21.71%-24.5pp | -70.31%+67.5pp | 282.24%-285.0pp |
| Employer contribution / active EE | $1,436 | $3,601-60.1% | $2,322-38.2% | $4,866-70.5% |
| Participant deferral / active EE | $3,453 | $3,939-12.4% | $2,953+16.9% | $5,352-35.5% |
| Admin fee / account holder | $353 | $11,954-97.0% | $5,893-94.0% | $9,541-96.3% |