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 | $63,357 | $127,387-50.3% | $115,038-44.9% | $125,389-49.5% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | 1.38% | 31.28%-29.9pp | 26.14%-24.8pp | 282.24%-280.9pp |
| Employer contribution / active EE | $2,546 | $5,166-50.7% | $4,608-44.7% | $4,866-47.7% |
| Participant deferral / active EE | $4,771 | $6,423-25.7% | $6,026-20.8% | $5,352-10.9% |
| Admin fee / account holder | $1,266 | $9,516-86.7% | $8,175-84.5% | $9,541-86.7% |