Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $39,031 | $166,020-76.5% | $164,866-76.3% | $145,959-73.3% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 14.58% | 100.08%-85.5pp | 69.97%-55.4pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,135 | $5,275-78.5% | $4,343-73.9% | $4,661-75.6% |
| Participant deferral / active EE | $7,012 | $6,961+0.7% | $6,033+16.2% | $6,689+4.8% |
| Admin fee / account holder | $1,741 | $16,644-89.5% | $12,689-86.3% | $13,398-87.0% |