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 | $95,884 | $106,524-10.0% | $152,301-37.0% | $87,485+9.6% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.4%+13.6pp | 68.9%+27.1pp |
| Annual return | 17.94% | 26.89%-8.9pp | 80.50%-62.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,840 | $3,371-45.4% | $4,624-60.2% | $2,596-29.1% |
| Participant deferral / active EE | $15,242 | $6,525+133.6% | $8,004+90.4% | $4,274+256.7% |
| Admin fee / account holder | $18,916 | $8,287+128.3% | $14,398+31.4% | $7,775+143.3% |