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 | $24,332 | $81,262-70.1% | $155,602-84.4% | $80,911-69.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.26% | 33.34%-18.1pp | 64.81%-49.5pp | 35.63%-20.4pp |
| Employer contribution / active EE | $1,809 | $3,102-41.7% | $4,675-61.3% | $2,756-34.4% |
| Participant deferral / active EE | $3,309 | $3,451-4.1% | $5,629-41.2% | $4,297-23.0% |
| Admin fee / account holder | $535 | $7,992-93.3% | $15,923-96.6% | $6,935-92.3% |