Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,502 | $23,330-85.0% | $64,489-94.6% | $82,448-95.8% |
| Participation rate | 82.1% | 68.3%+13.8pp | 67.7%+14.4pp | 68.1%+14.0pp |
| Annual return | 24.23% | 83.66%-59.4pp | 55.03%-30.8pp | 41.64%-17.4pp |
| Employer contribution / active EE | $195 | $824-76.3% | $1,523-87.2% | $2,551-92.4% |
| Participant deferral / active EE | $1,419 | $1,707-16.9% | $2,778-48.9% | $4,139-65.7% |
| Admin fee / account holder | $456 | $2,946-84.5% | $4,260-89.3% | $7,234-93.7% |