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 | $34,864 | $39,036-10.7% | $80,784-56.8% | $85,851-59.4% |
| Participation rate | 96.6% | 41.6%+55.0pp | 54.2%+42.4pp | 69.3%+27.2pp |
| Annual return | 16.84% | 26.31%-9.5pp | 87.31%-70.5pp | 318.63%-301.8pp |
| Employer contribution / active EE | $3,562 | $722+393.1% | $1,160+207.0% | $2,565+38.9% |
| Participant deferral / active EE | $3,232 | $1,326+143.7% | $2,145+50.6% | $3,952-18.2% |
| Admin fee / account holder | $383 | $2,429-84.2% | $3,380-88.7% | $6,261-93.9% |