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 | $26,649 | $63,703-58.2% | $93,063-71.4% | $82,448-67.7% |
| Participation rate | 96.4% | 63.8%+32.6pp | 72.1%+24.3pp | 68.1%+28.4pp |
| Annual return | 19.14% | -775.43%+794.6pp | 34.15%-15.0pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,287 | $1,729-25.6% | $2,476-48.0% | $2,551-49.6% |
| Participant deferral / active EE | $4,458 | $2,919+52.7% | $3,958+12.6% | $4,139+7.7% |
| Admin fee / account holder | $305 | $5,982-94.9% | $6,033-94.9% | $7,234-95.8% |