Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,823 | $78,670-71.0% | $109,173-79.1% | $85,847-73.4% |
| Participation rate | 70.4% | 68.3%+2.1pp | 75.9%-5.5pp | 69.3%+1.1pp |
| Annual return | 18.14% | 25.09%-7.0pp | 25.75%-7.6pp | 318.61%-300.5pp |
| Employer contribution / active EE | $11,878 | $2,734+334.5% | $3,723+219.1% | $2,565+363.0% |
| Participant deferral / active EE | $7,317 | $3,467+111.0% | $4,654+57.2% | $3,952+85.1% |
| Admin fee / account holder | $930 | $5,469-83.0% | $6,755-86.2% | $6,261-85.1% |