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 | $37,342 | $61,125-38.9% | $94,057-60.3% | $87,485-57.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 16.50% | 35.20%-18.7pp | 480.62%-464.1pp | 26.06%-9.6pp |
| Employer contribution / active EE | $988 | $2,136-53.8% | $2,933-66.3% | $2,596-62.0% |
| Participant deferral / active EE | $4,657 | $3,260+42.9% | $4,709-1.1% | $4,274+9.0% |
| Admin fee / account holder | $1,905 | $5,629-66.2% | $7,244-73.7% | $7,775-75.5% |