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 | $25,856 | $174,379-85.2% | $152,093-83.0% | $138,895-81.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.04% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $3,476 | $4,652-25.3% | $4,175-16.7% | $4,194-17.1% |
| Participant deferral / active EE | $4,767 | $6,159-22.6% | $5,451-12.6% | $6,396-25.5% |
| Admin fee / account holder | $372 | $16,880-97.8% | $14,497-97.4% | $12,562-97.0% |