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 | $10,895 | $100,073-89.1% | $85,126-87.2% | $145,877-92.5% |
| Participation rate | 88.2% | 74.1%+14.1pp | 67.5%+20.7pp | 80.3%+7.9pp |
| Annual return | 13.03% | 84.11%-71.1pp | 66.63%-53.6pp | 551.28%-538.3pp |
| Employer contribution / active EE | $820 | $3,236-74.7% | $2,731-70.0% | $4,663-82.4% |
| Participant deferral / active EE | $1,566 | $5,294-70.4% | $4,523-65.4% | $6,691-76.6% |
| Admin fee / account holder | $467 | $7,261-93.6% | $6,160-92.4% | $13,402-96.5% |