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 | $85,387 | $117,895-27.6% | $102,460-16.7% | $145,897-41.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.96% | 31.92%-22.0pp | 29.47%-19.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,992 | $3,619-17.3% | $3,025-1.1% | $4,663-35.8% |
| Participant deferral / active EE | $11,771 | $5,736+105.2% | $5,056+132.8% | $6,689+76.0% |
| Admin fee / account holder | $376 | $13,353-97.2% | $9,460-96.0% | $13,390-97.2% |