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 | $34,920 | $72,404-51.8% | $110,243-68.3% | $64,173-45.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.51% | -6.29%-1.2pp | 314.76%-322.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,553 | $2,282-31.9% | $3,827-59.4% | $2,381-34.8% |
| Participant deferral / active EE | $2,459 | $3,469-29.1% | $4,672-47.4% | $3,470-29.1% |
| Admin fee / account holder | $2,392 | $5,664-57.8% | $8,548-72.0% | $4,887-51.1% |