Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,768 | $51,638-86.9% | $68,368-90.1% | $82,448-91.8% |
| Participation rate | 79.3% | 63.6%+15.7pp | 73.8%+5.6pp | 68.1%+11.2pp |
| Annual return | 18.59% | 37.53%-18.9pp | 292.57%-274.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,004 | $2,914-65.5% | $4,123-75.6% | $4,139-75.7% |
| Admin fee / account holder | $617 | $4,643-86.7% | $5,150-88.0% | $7,234-91.5% |