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 | $45,145 | $76,407-40.9% | $150,298-70.0% | $82,448-45.2% |
| Participation rate | 71.0% | 66.4%+4.6pp | 77.8%-6.8pp | 68.1%+2.9pp |
| Annual return | 14.34% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,944 | $2,614-25.6% | $4,154-53.2% | $2,551-23.8% |
| Participant deferral / active EE | $4,278 | $3,214+33.1% | $5,453-21.5% | $4,139+3.4% |
| Admin fee / account holder | $5,557 | $6,352-12.5% | $14,116-60.6% | $7,234-23.2% |