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 | $16,301 | $53,128-69.3% | $86,582-81.2% | $70,126-76.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.99% | 27.66%-12.7pp | 965.08%-950.1pp | 73.15%-58.2pp |
| Employer contribution / active EE | $751 | $2,068-63.7% | $2,839-73.5% | $2,343-67.9% |
| Participant deferral / active EE | $2,663 | $2,695-1.2% | $3,609-26.2% | $3,332-20.1% |
| Admin fee / account holder | $2,504 | $3,584-30.1% | $4,904-48.9% | $4,645-46.1% |