Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,975 | $124,980-65.6% | $108,359-60.3% | $154,746-72.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.94% | 45.00%-27.1pp | 36.89%-19.0pp | 172.34%-154.4pp |
| Employer contribution / active EE | $5,569 | $2,851+95.4% | $2,399+132.1% | $4,379+27.2% |
| Participant deferral / active EE | $12,392 | $4,743+161.3% | $4,137+199.5% | $6,730+84.1% |
| Admin fee / account holder | $4,182 | $11,502-63.6% | $9,741-57.1% | $14,365-70.9% |