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 | $75,497 | $143,969-47.6% | $199,883-62.2% | $82,637-8.6% |
| Participation rate | 84.3% | 84.1%+0.2pp | 86.8%-2.5pp | 68.1%+16.3pp |
| Annual return | 18.05% | 25.67%-7.6pp | 43.81%-25.8pp | 53.51%-35.5pp |
| Employer contribution / active EE | $3,830 | $4,632-17.3% | $6,261-38.8% | $2,552+50.1% |
| Participant deferral / active EE | $9,159 | $6,937+32.0% | $9,138+0.2% | $4,126+122.0% |
| Admin fee / account holder | $1,500 | $14,597-89.7% | $17,268-91.3% | $7,339-79.6% |