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 | $133,400 | $154,209-13.5% | $130,062+2.6% | $139,487-4.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.78% | 32.52%-17.7pp | -137.37%+152.1pp | 373.84%-359.1pp |
| Employer contribution / active EE | $1,357 | $5,292-74.4% | $4,322-68.6% | $4,755-71.5% |
| Participant deferral / active EE | $6,314 | $6,709-5.9% | $5,821+8.5% | $6,713-5.9% |
| Admin fee / account holder | $2,168 | $13,988-84.5% | $10,601-79.5% | $11,407-81.0% |