Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,454 | $22,602-67.0% | $65,566-88.6% | $75,173-90.1% |
| Participation rate | 87.2% | 63.1%+24.2pp | 64.9%+22.3pp | 67.2%+20.0pp |
| Annual return | 30.52% | 71.13%-40.6pp | 47.40%-16.9pp | 160.72%-130.2pp |
| Employer contribution / active EE | $3,062 | $941+225.4% | $1,692+81.0% | $2,671+14.6% |
| Participant deferral / active EE | $2,259 | $1,695+33.3% | $2,832-20.2% | $4,126-45.3% |
| Admin fee / account holder | $1,017 | $1,877-45.8% | $4,114-75.3% | $5,651-82.0% |