Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,206 | $28,624-32.9% | $53,647-64.2% | $82,637-76.8% |
| Participation rate | 85.7% | 47.3%+38.4pp | 56.3%+29.4pp | 68.1%+17.7pp |
| Annual return | 17.77% | 664.98%-647.2pp | 358.33%-340.6pp | 53.51%-35.7pp |
| Employer contribution / active EE | $852 | $637+33.8% | $962-11.4% | $2,552-66.6% |
| Participant deferral / active EE | $3,201 | $1,196+167.6% | $1,813+76.5% | $4,126-22.4% |
| Admin fee / account holder | $823 | $2,022-59.3% | $2,460-66.6% | $7,339-88.8% |