Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,858 | $87,106-66.9% | $105,607-72.7% | $80,935-64.3% |
| Participation rate | 84.4% | 70.4%+13.9pp | 75.3%+9.1pp | 67.7%+16.7pp |
| Annual return | 15.12% | 17.01%-1.9pp | 116.11%-101.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $3,489 | $2,396+45.6% | $3,167+10.2% | $2,757+26.6% |
| Participant deferral / active EE | $6,639 | $3,986+66.5% | $5,011+32.5% | $4,299+54.4% |
| Admin fee / account holder | $2,642 | $8,447-68.7% | $10,958-75.9% | $6,924-61.8% |