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 | $27,511 | $77,817-64.6% | $123,553-77.7% | $64,173-57.1% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -4.15% | 12.49%-16.6pp | 119.21%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,134 | $3,014+4.0% | $4,628-32.3% | $2,381+31.6% |
| Participant deferral / active EE | $4,212 | $5,240-19.6% | $6,426-34.5% | $3,470+21.4% |
| Admin fee / account holder | $1,608 | $5,519-70.9% | $9,284-82.7% | $4,887-67.1% |