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 | $172,919 | $199,109-13.2% | $173,730-0.5% | $154,746+11.7% |
| Participation rate | 79.2% | 82.8%-3.6pp | 79.6%-0.4pp | 80.7%-1.5pp |
| Annual return | 16.35% | 20.02%-3.7pp | 19.96%-3.6pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,534 | $5,311-52.3% | $4,577-44.6% | $4,379-42.1% |
| Participant deferral / active EE | $5,362 | $7,113-24.6% | $6,326-15.2% | $6,730-20.3% |
| Admin fee / account holder | $4,025 | $20,916-80.8% | $17,523-77.0% | $14,365-72.0% |