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 | $65,938 | $58,493+12.7% | $84,023-21.5% | $72,976-9.6% |
| Participation rate | 74.0% | 61.2%+12.8pp | 69.0%+5.0pp | 69.5%+4.5pp |
| Annual return | 21.05% | 28.93%-7.9pp | 71.32%-50.3pp | 81.02%-60.0pp |
| Employer contribution / active EE | $947 | $1,163-18.6% | $1,984-52.3% | $2,440-61.2% |
| Participant deferral / active EE | $3,220 | $2,394+34.5% | $3,239-0.6% | $3,608-10.7% |
| Admin fee / account holder | $17,700 | $4,569+287.4% | $6,102+190.1% | $5,124+245.4% |