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 | $25,693 | $84,236-69.5% | $170,435-84.9% | $70,126-63.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.84% | 23.06%-8.2pp | 205.94%-191.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $2,891 | $3,387-14.7% | $5,432-46.8% | $2,343+23.4% |
| Participant deferral / active EE | $2,377 | $3,086-23.0% | $4,939-51.9% | $3,332-28.6% |
| Admin fee / account holder | $1,796 | $5,698-68.5% | $13,881-87.1% | $4,645-61.3% |