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 | $28,681 | $39,534-27.5% | $46,225-38.0% | $62,881-54.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 79.5%+20.5pp | 69.3%+30.7pp |
| Annual return | 14.59% | 8.93%+5.7pp | 7.57%+7.0pp | 20.14%-5.6pp |
| Employer contribution / active EE | $1,543 | $2,646-41.7% | $3,424-54.9% | $2,281-32.4% |
| Participant deferral / active EE | $2,812 | $2,681+4.9% | $3,776-25.5% | $3,203-12.2% |
| Admin fee / account holder | $709 | $2,464-71.2% | $3,519-79.9% | $4,296-83.5% |