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 | $8,486 | $169,161-95.0% | $129,295-93.4% | $145,959-94.2% |
| Participation rate | 73.7% | 76.5%-2.8pp | 69.6%+4.1pp | 80.3%-6.6pp |
| Annual return | 10.00% | 14348.07%-14338.1pp | 9429.28%-9419.3pp | 561.95%-552.0pp |
| Employer contribution / active EE | $862 | $5,543-84.5% | $4,157-79.3% | $4,661-81.5% |
| Participant deferral / active EE | $3,928 | $4,989-21.3% | $4,169-5.8% | $6,689-41.3% |
| Admin fee / account holder | $446 | $9,878-95.5% | $7,665-94.2% | $13,398-96.7% |