Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,259 | $67,894-36.3% | $89,340-51.6% | $82,448-47.5% |
| Participation rate | 86.9% | 64.0%+22.9pp | 69.6%+17.3pp | 68.1%+18.8pp |
| Annual return | 16.27% | 19.21%-2.9pp | 20.57%-4.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,329 | $1,828+27.4% | $2,231+4.4% | $2,551-8.7% |
| Participant deferral / active EE | $4,745 | $3,072+54.4% | $3,823+24.1% | $4,139+14.6% |
| Admin fee / account holder | $3,245 | $5,723-43.3% | $6,704-51.6% | $7,234-55.1% |