Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,049 | $81,331-86.4% | $155,534-92.9% | $80,935-86.3% |
| Participation rate | 81.0% | 66.3%+14.7pp | 78.2%+2.7pp | 67.7%+13.3pp |
| Annual return | 17.79% | 33.37%-15.6pp | 64.92%-47.1pp | 35.66%-17.9pp |
| Employer contribution / active EE | $675 | $3,105-78.3% | $4,675-85.6% | $2,757-75.5% |
| Participant deferral / active EE | $1,678 | $3,454-51.4% | $5,630-70.2% | $4,299-61.0% |
| Admin fee / account holder | $1,226 | $7,999-84.7% | $15,900-92.3% | $6,924-82.3% |