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 | $34,118 | $86,949-60.8% | $102,460-66.7% | $80,959-57.9% |
| Participation rate | 92.1% | 72.4%+19.7pp | 76.5%+15.6pp | 67.7%+24.4pp |
| Annual return | 11.31% | 18.89%-7.6pp | 29.47%-18.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $3,540 | $2,370+49.4% | $3,025+17.0% | $2,757+28.4% |
| Participant deferral / active EE | $3,219 | $4,121-21.9% | $5,056-36.3% | $4,300-25.2% |
| Admin fee / account holder | $1,570 | $8,048-80.5% | $9,460-83.4% | $6,925-77.3% |