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 | $57,297 | $103,393-44.6% | $87,103-34.2% | $152,909-62.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.48% | 28.10%-8.6pp | 28.19%-8.7pp | 345.46%-326.0pp |
| Employer contribution / active EE | $2,949 | $3,221-8.5% | $2,521+16.9% | $4,764-38.1% |
| Participant deferral / active EE | $3,061 | $4,778-35.9% | $4,049-24.4% | $5,851-47.7% |
| Admin fee / account holder | $1,122 | $12,195-90.8% | $7,491-85.0% | $11,601-90.3% |