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 | $60,602 | $201,372-69.9% | $184,260-67.1% | $145,884-58.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.38% | 29.04%-18.7pp | 28.84%-18.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,771 | $7,024-60.5% | $6,427-56.9% | $4,662-40.6% |
| Participant deferral / active EE | $7,908 | $9,808-19.4% | $9,133-13.4% | $6,690+18.2% |
| Admin fee / account holder | $833 | $16,362-94.9% | $13,898-94.0% | $13,392-93.8% |