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 | $48,408 | $124,425-61.1% | $112,040-56.8% | $137,256-64.7% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.5%+18.0pp | 80.0%+14.5pp |
| Annual return | 12.08% | 24.72%-12.6pp | 24.52%-12.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $5,065 | $3,411+48.5% | $2,954+71.5% | $4,156+21.9% |
| Participant deferral / active EE | $4,377 | $5,718-23.5% | $5,098-14.1% | $6,407-31.7% |
| Admin fee / account holder | $4,663 | $15,207-69.3% | $12,098-61.5% | $12,270-62.0% |