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 | $42,269 | $56,894-25.7% | $84,753-50.1% | $62,881-32.8% |
| Participation rate | 92.9% | 68.5%+24.3pp | 76.6%+16.3pp | 69.3%+23.6pp |
| Annual return | 10.02% | 6.30%+3.7pp | 22.78%-12.8pp | 20.14%-10.1pp |
| Employer contribution / active EE | $7,143 | $2,400+197.6% | $3,574+99.8% | $2,281+213.2% |
| Participant deferral / active EE | $2,302 | $2,709-15.0% | $3,712-38.0% | $3,203-28.1% |
| Admin fee / account holder | $307 | $3,581-91.4% | $5,333-94.2% | $4,296-92.8% |