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 | $14,133 | $51,638-72.6% | $68,368-79.3% | $82,448-82.9% |
| Participation rate | 72.7% | 63.6%+9.1pp | 73.8%-1.0pp | 68.1%+4.7pp |
| Annual return | 19.58% | 37.53%-18.0pp | 292.57%-273.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $391 | $2,047-80.9% | $2,649-85.2% | $2,551-84.7% |
| Participant deferral / active EE | $2,177 | $2,914-25.3% | $4,123-47.2% | $4,139-47.4% |
| Admin fee / account holder | $859 | $4,643-81.5% | $5,150-83.3% | $7,234-88.1% |