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 | $28,942 | $30,732-5.8% | $59,496-51.4% | $59,633-51.5% |
| Participation rate | 80.0% | 43.2%+36.8pp | 54.6%+25.4pp | 68.7%+11.3pp |
| Annual return | -0.02% | 4.47%-4.5pp | 182.05%-182.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,128 | $631+78.9% | $1,153-2.2% | $2,203-48.8% |
| Participant deferral / active EE | $2,553 | $1,183+115.8% | $1,829+39.6% | $3,192-20.0% |
| Admin fee / account holder | $718 | $2,136-66.4% | $2,232-67.8% | $4,297-83.3% |