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 | $54,762 | $113,941-51.9% | $94,229-41.9% | $125,389-56.3% |
| Participation rate | 81.0% | 82.9%-1.9pp | 78.8%+2.2pp | 83.2%-2.2pp |
| Annual return | -0.08% | 5.29%-5.4pp | 10.68%-10.8pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,320 | $4,727-72.1% | $3,587-63.2% | $4,866-72.9% |
| Participant deferral / active EE | $3,023 | $5,179-41.6% | $4,320-30.0% | $5,352-43.5% |
| Admin fee / account holder | $1,196 | $8,392-85.8% | $6,269-80.9% | $9,541-87.5% |