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 | $39,474 | $95,193-58.5% | $76,523-48.4% | $135,382-70.8% |
| Participation rate | 91.7% | 74.4%+17.3pp | 68.0%+23.7pp | 82.6%+9.0pp |
| Annual return | -4.63% | 4.85%-9.5pp | -0.27%-4.4pp | 519.77%-524.4pp |
| Employer contribution / active EE | $1,821 | $3,302-44.9% | $2,647-31.2% | $4,779-61.9% |
| Participant deferral / active EE | $4,123 | $4,639-11.1% | $3,835+7.5% | $5,609-26.5% |
| Admin fee / account holder | $25,002 | $6,249+300.1% | $4,848+415.7% | $10,829+130.9% |