Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $53,014 | $56,894-6.8% | $84,753-37.4% | $62,881-15.7% |
| Participation rate | 85.7% | 68.5%+17.2pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | 8.65% | 6.30%+2.3pp | 22.78%-14.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,006 | $2,400-16.4% | $3,574-43.9% | $2,281-12.1% |
| Participant deferral / active EE | $3,855 | $2,709+42.3% | $3,712+3.9% | $3,203+20.4% |
| Admin fee / account holder | $787 | $3,581-78.0% | $5,333-85.3% | $4,296-81.7% |