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 | $17,721 | $75,962-76.7% | $154,111-88.5% | $64,173-72.4% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | 5.23% | 30.32%-25.1pp | 735.18%-730.0pp | 7.63%-2.4pp |
| Employer contribution / active EE | $816 | $3,350-75.6% | $5,298-84.6% | $2,381-65.7% |
| Participant deferral / active EE | $2,128 | $3,175-33.0% | $5,081-58.1% | $3,470-38.7% |
| Admin fee / account holder | $3,600 | $5,589-35.6% | $13,411-73.2% | $4,887-26.3% |