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 | $48,169 | $105,284-54.2% | $150,734-68.0% | $94,015-48.8% |
| Participation rate | 88.7% | 71.7%+16.9pp | 78.4%+10.2pp | 70.8%+17.9pp |
| Annual return | 14.30% | 15.67%-1.4pp | 600.81%-586.5pp | 17.84%-3.5pp |
| Employer contribution / active EE | $1,887 | $3,599-47.6% | $4,918-61.6% | $2,790-32.4% |
| Participant deferral / active EE | $2,222 | $4,274-48.0% | $5,610-60.4% | $4,249-47.7% |
| Admin fee / account holder | $7,112 | $9,839-27.7% | $14,905-52.3% | $8,951-20.5% |