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 | $23,674 | $62,587-62.2% | $85,688-72.4% | $85,854-72.4% |
| Participation rate | 73.3% | 61.1%+12.2pp | 69.9%+3.5pp | 69.3%+4.0pp |
| Annual return | 18.92% | 23.77%-4.8pp | 21.49%-2.6pp | 318.56%-299.6pp |
| Employer contribution / active EE | $2,458 | $1,755+40.1% | $2,618-6.1% | $2,565-4.2% |
| Participant deferral / active EE | $4,306 | $2,802+53.7% | $3,923+9.8% | $3,952+9.0% |
| Admin fee / account holder | $2,532 | $4,641-45.4% | $6,873-63.2% | $6,260-59.6% |