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 | $35,385 | $61,605-42.6% | $112,273-68.5% | $75,173-52.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 17.03% | 28.47%-11.4pp | 30.23%-13.2pp | 160.72%-143.7pp |
| Employer contribution / active EE | $7,287 | $2,015+261.6% | $3,431+112.4% | $2,671+172.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $304 | $4,862-93.7% | $7,752-96.1% | $5,651-94.6% |