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 | $62,161 | $102,828-39.5% | $105,387-41.0% | $152,897-59.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.61% | 20.85%-3.2pp | 26.82%-9.2pp | 345.43%-327.8pp |
| Employer contribution / active EE | $9,653 | $4,473+115.8% | $4,213+129.1% | $4,764+102.6% |
| Participant deferral / active EE | $3,571 | $5,465-34.6% | $5,502-35.1% | $5,851-39.0% |
| Admin fee / account holder | $427 | $8,683-95.1% | $6,559-93.5% | $11,599-96.3% |