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 | $45,494 | $72,486-37.2% | $87,103-47.8% | $72,976-37.7% |
| Participation rate | 91.1% | 72.8%+18.3pp | 76.9%+14.2pp | 69.5%+21.6pp |
| Annual return | 23.02% | 24.46%-1.4pp | 28.19%-5.2pp | 81.02%-58.0pp |
| Employer contribution / active EE | $1,667 | $1,894-12.0% | $2,521-33.9% | $2,440-31.7% |
| Participant deferral / active EE | $2,254 | $3,270-31.1% | $4,049-44.3% | $3,608-37.5% |
| Admin fee / account holder | $1,699 | $5,055-66.4% | $7,491-77.3% | $5,124-66.8% |