Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,851 | $86,940-43.8% | $102,434-52.3% | $80,935-39.6% |
| Participation rate | 81.8% | 72.4%+9.4pp | 76.5%+5.3pp | 67.7%+14.2pp |
| Annual return | 40.54% | 18.89%+21.6pp | 29.46%+11.1pp | 35.66%+4.9pp |
| Employer contribution / active EE | $3,713 | $2,370+56.7% | $3,023+22.8% | $2,757+34.7% |
| Participant deferral / active EE | $10,841 | $4,121+163.1% | $5,055+114.5% | $4,299+152.2% |
| Admin fee / account holder | $5,577 | $8,047-30.7% | $9,462-41.1% | $6,924-19.5% |