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 | $70,537 | $78,423-10.1% | $95,964-26.5% | $79,856-11.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.89% | 19.37%-3.5pp | 91.64%-75.8pp | 31.71%-15.8pp |
| Employer contribution / active EE | $581 | $1,945-70.1% | $2,541-77.1% | $2,471-76.5% |
| Participant deferral / active EE | $2,630 | $3,440-23.6% | $4,167-36.9% | $3,741-29.7% |
| Admin fee / account holder | $9,826 | $5,622+74.8% | $6,797+44.6% | $5,306+85.2% |