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 | $50,073 | $185,312-73.0% | $161,489-69.0% | $154,746-67.6% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 17.78% | 103.84%-86.1pp | 89.72%-71.9pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,076 | $4,769-77.4% | $4,268-74.8% | $4,379-75.4% |
| Participant deferral / active EE | $3,962 | $6,350-37.6% | $5,630-29.6% | $6,730-41.1% |
| Admin fee / account holder | $797 | $18,654-95.7% | $16,006-95.0% | $14,365-94.5% |