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 | $51,331 | $91,198-43.7% | $178,503-71.2% | $79,856-35.7% |
| Participation rate | 78.2% | 69.2%+8.9pp | 81.9%-3.8pp | 69.6%+8.5pp |
| Annual return | 13.58% | 24.20%-10.6pp | 151.12%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,192 | $3,257-32.7% | $5,011-56.3% | $2,471-11.3% |
| Participant deferral / active EE | $3,674 | $3,237+13.5% | $5,202-29.4% | $3,741-1.8% |
| Admin fee / account holder | $1,934 | $6,748-71.3% | $13,987-86.2% | $5,306-63.6% |