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 | $103,648 | $185,312-44.1% | $161,489-35.8% | $154,746-33.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 12.65% | 103.84%-91.2pp | 89.72%-77.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,062 | $4,769-77.7% | $4,268-75.1% | $4,379-75.7% |
| Participant deferral / active EE | $5,887 | $6,350-7.3% | $5,630+4.6% | $6,730-12.5% |
| Admin fee / account holder | $759 | $18,654-95.9% | $16,006-95.3% | $14,365-94.7% |