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 | $39,494 | $167,352-76.4% | $143,788-72.5% | $134,509-70.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -18.38% | 0.47%-18.9pp | -0.03%-18.3pp | 418.13%-436.5pp |
| Employer contribution / active EE | $1,475 | $5,620-73.8% | $4,952-70.2% | $4,741-68.9% |
| Participant deferral / active EE | $2,662 | $6,447-58.7% | $5,638-52.8% | $6,400-58.4% |
| Admin fee / account holder | $7,340 | $18,091-59.4% | $14,675-50.0% | $11,427-35.8% |