Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,332 | $108,882-82.2% | $96,754-80.0% | $154,746-87.5% |
| Participation rate | 90.9% | 75.1%+15.8pp | 70.3%+20.6pp | 80.7%+10.2pp |
| Annual return | 22.53% | 98.39%-75.9pp | 82.04%-59.5pp | 172.34%-149.8pp |
| Employer contribution / active EE | $1,327 | $3,018-56.0% | $2,679-50.5% | $4,379-69.7% |
| Participant deferral / active EE | $7,082 | $5,323+33.1% | $4,758+48.8% | $6,730+5.2% |
| Admin fee / account holder | $1,989 | $10,200-80.5% | $8,905-77.7% | $14,365-86.2% |