Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $75,896 | $138,312-45.1% | $122,979-38.3% | $155,188-51.1% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 12.83% | 22.06%-9.2pp | 20.12%-7.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $2,302 | $3,530-34.8% | $3,062-24.8% | $4,248-45.8% |
| Participant deferral / active EE | $6,355 | $5,592+13.6% | $5,003+27.0% | $6,531-2.7% |
| Admin fee / account holder | $11,037 | $15,089-26.9% | $12,864-14.2% | $14,480-23.8% |