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 | $5,551 | $25,014-77.8% | $69,460-92.0% | $80,911-93.1% |
| Participation rate | 80.9% | 64.2%+16.6pp | 66.4%+14.4pp | 67.6%+13.2pp |
| Annual return | 16.50% | 19.08%-2.6pp | 100.80%-84.3pp | 35.63%-19.1pp |
| Employer contribution / active EE | $825 | $991-16.7% | $1,714-51.9% | $2,756-70.1% |
| Participant deferral / active EE | $1,743 | $1,839-5.2% | $2,890-39.7% | $4,297-59.4% |
| Admin fee / account holder | $1,519 | $2,491-39.0% | $4,695-67.6% | $6,935-78.1% |