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 | $6,518 | $52,353-87.5% | $120,225-94.6% | $82,448-92.1% |
| Participation rate | 75.9% | 58.3%+17.6pp | 69.6%+6.4pp | 68.1%+7.9pp |
| Annual return | 14.77% | 61.85%-47.1pp | 439.23%-424.5pp | 41.64%-26.9pp |
| Employer contribution / active EE | $329 | $1,510-78.2% | $3,475-90.5% | $2,551-87.1% |
| Participant deferral / active EE | $1,133 | $2,627-56.9% | $3,999-71.7% | $4,139-72.6% |
| Admin fee / account holder | $2,029 | $4,363-53.5% | $5,696-64.4% | $7,234-72.0% |