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 | $72,921 | $88,707-17.8% | $74,184-1.7% | $273,972-73.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.43% | 11.94%-4.5pp | 17.74%-10.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $9,471 | $3,159+199.8% | $2,370+299.6% | $4,869+94.5% |
| Participant deferral / active EE | $7,011 | $4,212+66.5% | $3,550+97.5% | $5,287+32.6% |
| Admin fee / account holder | $1,200 | $8,717-86.2% | $5,586-78.5% | $10,133-88.2% |