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 | $80,174 | $97,550-17.8% | $120,344-33.4% | $87,485-8.4% |
| Participation rate | 89.5% | 72.8%+16.6pp | 76.7%+12.8pp | 68.9%+20.5pp |
| Annual return | 16.12% | 18.41%-2.3pp | 20.30%-4.2pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,095 | $2,291-52.2% | $3,020-63.7% | $2,596-57.8% |
| Participant deferral / active EE | $2,988 | $4,230-29.3% | $5,135-41.8% | $4,274-30.1% |
| Admin fee / account holder | $1,189 | $9,543-87.5% | $12,742-90.7% | $7,775-84.7% |