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 | $69,250 | $103,387-33.0% | $87,102-20.5% | $152,885-54.7% |
| Participation rate | 70.6% | 79.4%-8.8pp | 76.9%-6.3pp | 82.5%-11.9pp |
| Annual return | 31.50% | 28.10%+3.4pp | 28.19%+3.3pp | 345.39%-313.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,911 | $4,778+23.7% | $4,048+46.0% | $5,851+1.0% |
| Admin fee / account holder | $7,128 | $12,193-41.5% | $7,491-4.8% | $11,598-38.5% |