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 | $103,431 | $95,453+8.4% | $112,040-7.7% | $82,448+25.5% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.5%+20.9pp | 68.1%+29.3pp |
| Annual return | 17.32% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,629 | $2,318-29.7% | $2,954-44.9% | $2,551-36.1% |
| Participant deferral / active EE | $5,206 | $4,224+23.2% | $5,098+2.1% | $4,139+25.8% |
| Admin fee / account holder | $7,709 | $9,013-14.5% | $12,098-36.3% | $7,234+6.6% |