Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,253 | $126,661-58.7% | $113,397-53.9% | $138,895-62.4% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.5%+16.4pp | 79.9%+12.9pp |
| Annual return | 18.29% | 25.05%-6.8pp | 23.20%-4.9pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,060 | $3,456-40.4% | $2,977-30.8% | $4,194-50.9% |
| Participant deferral / active EE | $3,947 | $5,693-30.7% | $5,076-22.3% | $6,396-38.3% |
| Admin fee / account holder | $1,184 | $14,549-91.9% | $11,957-90.1% | $12,562-90.6% |