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 | $38,421 | $113,941-66.3% | $94,229-59.2% | $125,389-69.4% |
| Participation rate | 84.6% | 82.9%+1.7pp | 78.8%+5.8pp | 83.2%+1.4pp |
| Annual return | -2.42% | 5.29%-7.7pp | 10.68%-13.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $3,478 | $4,727-26.4% | $3,587-3.0% | $4,866-28.5% |
| Participant deferral / active EE | $8,247 | $5,179+59.2% | $4,320+90.9% | $5,352+54.1% |
| Admin fee / account holder | $757 | $8,392-91.0% | $6,269-87.9% | $9,541-92.1% |