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 | $49,280 | $96,956-49.2% | $69,779-29.4% | $273,972-82.0% |
| Participation rate | 72.2% | 77.1%-4.8pp | 71.8%+0.4pp | 83.0%-10.8pp |
| Annual return | 9.36% | 12.93%-3.6pp | 12.99%-3.6pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,165 | $3,316-64.9% | $2,338-50.2% | $4,869-76.1% |
| Participant deferral / active EE | $1,716 | $3,744-54.2% | $2,931-41.4% | $5,287-67.5% |
| Admin fee / account holder | $586 | $7,934-92.6% | $4,381-86.6% | $10,133-94.2% |