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 | $46,201 | $76,551-39.6% | $123,894-62.7% | $62,881-26.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.21% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,301 | $2,882+14.5% | $4,617-28.5% | $2,281+44.7% |
| Participant deferral / active EE | $3,364 | $4,840-30.5% | $5,984-43.8% | $3,203+5.0% |
| Admin fee / account holder | $727 | $4,826-84.9% | $8,357-91.3% | $4,296-83.1% |