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 | $76,497 | $81,446-6.1% | $103,374-26.0% | $80,874-5.4% |
| Participation rate | 70.4% | 66.9%+3.5pp | 74.5%-4.1pp | 67.6%+2.7pp |
| Annual return | 14.72% | 25.57%-10.9pp | 24.89%-10.2pp | 35.62%-20.9pp |
| Employer contribution / active EE | $1,652 | $3,107-46.8% | $3,869-57.3% | $2,756-40.1% |
| Participant deferral / active EE | $5,004 | $3,870+29.3% | $5,058-1.1% | $4,297+16.5% |
| Admin fee / account holder | $2,333 | $6,715-65.2% | $8,394-72.2% | $6,935-66.4% |