Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,082 | $57,061-73.6% | $85,063-82.3% | $80,911-81.4% |
| Participation rate | 78.0% | 56.3%+21.7pp | 67.5%+10.5pp | 67.6%+10.4pp |
| Annual return | 15.12% | 21.66%-6.5pp | 66.54%-51.4pp | 35.63%-20.5pp |
| Employer contribution / active EE | $1,247 | $1,799-30.7% | $2,727-54.3% | $2,756-54.8% |
| Participant deferral / active EE | $2,552 | $3,110-18.0% | $4,523-43.6% | $4,297-40.6% |
| Admin fee / account holder | $1,650 | $4,986-66.9% | $6,155-73.2% | $6,935-76.2% |