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 | $51,436 | $124,980-58.8% | $108,359-52.5% | $154,746-66.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.04% | 45.00%-32.0pp | 36.89%-23.9pp | 172.34%-159.3pp |
| Employer contribution / active EE | $17,395 | $2,851+510.2% | $2,399+625.0% | $4,379+297.2% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,540 | $11,502-77.9% | $9,741-73.9% | $14,365-82.3% |