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 | $28,800 | $114,013-74.7% | $103,693-72.2% | $155,188-81.4% |
| Participation rate | 81.0% | 75.2%+5.8pp | 72.6%+8.3pp | 80.8%+0.1pp |
| Annual return | 10.38% | 49.31%-38.9pp | 47.61%-37.2pp | 148.84%-138.5pp |
| Employer contribution / active EE | $1,938 | $3,131-38.1% | $2,920-33.7% | $4,248-54.4% |
| Participant deferral / active EE | $2,037 | $4,970-59.0% | $4,579-55.5% | $6,531-68.8% |
| Admin fee / account holder | $4,601 | $8,407-45.3% | $7,858-41.5% | $14,480-68.2% |