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 | $15,979 | $58,258-72.6% | $81,820-80.5% | $80,925-80.3% |
| Participation rate | 86.1% | 63.5%+22.6pp | 72.4%+13.7pp | 67.7%+18.5pp |
| Annual return | 11.11% | 41.76%-30.7pp | 777.93%-766.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $2,063 | $2,345-12.0% | $2,915-29.2% | $2,756-25.1% |
| Participant deferral / active EE | $2,096 | $3,284-36.2% | $4,323-51.5% | $4,299-51.2% |
| Admin fee / account holder | $1,508 | $4,976-69.7% | $7,391-79.6% | $6,940-78.3% |