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 | $38,014 | $72,177-47.3% | $115,038-67.0% | $59,633-36.3% |
| Participation rate | 97.5% | 72.6%+24.9pp | 81.4%+16.1pp | 68.7%+28.8pp |
| Annual return | 0.73% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,694 | $2,841-40.4% | $4,608-63.2% | $2,203-23.1% |
| Participant deferral / active EE | $2,808 | $4,783-41.3% | $6,026-53.4% | $3,192-12.0% |
| Admin fee / account holder | $698 | $4,927-85.8% | $8,175-91.5% | $4,297-83.8% |