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 | $21,506 | $82,674-74.0% | $125,381-82.8% | $68,486-68.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -17.12% | -5.97%-11.1pp | 572.31%-589.4pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,557 | $3,382-24.4% | $4,815-46.9% | $2,597-1.5% |
| Participant deferral / active EE | $7,534 | $6,111+23.3% | $7,448+1.2% | $4,028+87.0% |
| Admin fee / account holder | $858 | $6,277-86.3% | $10,007-91.4% | $5,404-84.1% |