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 | $61,005 | $136,860-55.4% | $120,344-49.3% | $154,746-60.6% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 17.30% | 21.38%-4.1pp | 20.30%-3.0pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,730 | $3,533-51.0% | $3,020-42.7% | $4,379-60.5% |
| Participant deferral / active EE | $5,234 | $5,793-9.7% | $5,135+1.9% | $6,730-22.2% |
| Admin fee / account holder | $742 | $15,393-95.2% | $12,742-94.2% | $14,365-94.8% |