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 | $49,376 | $102,245-51.7% | $89,340-44.7% | $137,256-64.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.51% | 21.89%-6.4pp | 20.57%-5.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,990 | $2,529-21.3% | $2,231-10.8% | $4,156-52.1% |
| Participant deferral / active EE | $5,657 | $4,436+27.5% | $3,823+48.0% | $6,407-11.7% |
| Admin fee / account holder | $483 | $8,085-94.0% | $6,704-92.8% | $12,270-96.1% |