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 | $79,657 | $83,485-4.6% | $125,192-36.4% | $72,975+9.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.54% | 25.77%-7.2pp | 43.79%-25.3pp | 81.01%-62.5pp |
| Employer contribution / active EE | $1,623 | $2,346-30.8% | $3,866-58.0% | $2,440-33.5% |
| Participant deferral / active EE | $2,861 | $3,586-20.2% | $4,937-42.0% | $3,608-20.7% |
| Admin fee / account holder | $968 | $5,518-82.5% | $9,704-90.0% | $5,124-81.1% |