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 | $93,798 | $40,263+133.0% | $57,347+63.6% | $59,632+57.3% |
| Participation rate | 76.2% | 69.2%+7.0pp | 75.1%+1.1pp | 68.7%+7.5pp |
| Annual return | 1.48% | 27.50%-26.0pp | 24.40%-22.9pp | 2041.32%-2039.8pp |
| Employer contribution / active EE | $2,803 | $1,922+45.8% | $2,689+4.3% | $2,203+27.3% |
| Participant deferral / active EE | $1,067 | $2,400-55.6% | $3,162-66.3% | $3,192-66.6% |
| Admin fee / account holder | $3,518 | $2,819+24.8% | $3,356+4.8% | $4,297-18.1% |