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 | $27,321 | $51,604-47.1% | $129,295-78.9% | $80,874-66.2% |
| Participation rate | 71.4% | 57.0%+14.5pp | 69.6%+1.8pp | 67.6%+3.8pp |
| Annual return | 16.85% | 20.76%-3.9pp | 9429.28%-9412.4pp | 35.62%-18.8pp |
| Employer contribution / active EE | $2,595 | $1,585+63.8% | $4,157-37.6% | $2,756-5.8% |
| Participant deferral / active EE | $4,921 | $2,670+84.3% | $4,169+18.0% | $4,297+14.5% |
| Admin fee / account holder | $2,412 | $4,310-44.0% | $7,665-68.5% | $6,935-65.2% |