Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $34,516 | $90,486-61.9% | $78,676-56.1% | $273,972-87.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 70.79% | 75.62%-4.8pp | 62.19%+8.6pp | 41.46%+29.3pp |
| Employer contribution / active EE | $1,547 | $3,175-51.3% | $2,850-45.7% | $4,869-68.2% |
| Participant deferral / active EE | $2,387 | $3,901-38.8% | $3,517-32.1% | $5,287-54.8% |
| Admin fee / account holder | $618 | $5,263-88.3% | $4,510-86.3% | $10,133-93.9% |