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 | $41,001 | $106,864-61.6% | $147,318-72.2% | $82,637-50.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.95% | 27.49%-10.5pp | 70.43%-53.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,025 | $3,417-70.0% | $4,593-77.7% | $2,552-59.9% |
| Participant deferral / active EE | $2,590 | $6,496-60.1% | $7,906-67.2% | $4,126-37.2% |
| Admin fee / account holder | $580 | $8,415-93.1% | $13,708-95.8% | $7,339-92.1% |