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 | $27,311 | $99,345-72.5% | $84,753-67.8% | $273,972-90.0% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 11.47% | 22.93%-11.5pp | 22.78%-11.3pp | 41.46%-30.0pp |
| Employer contribution / active EE | $2,613 | $4,214-38.0% | $3,574-26.9% | $4,869-46.3% |
| Participant deferral / active EE | $6,367 | $4,270+49.1% | $3,712+71.5% | $5,287+20.4% |
| Admin fee / account holder | $597 | $6,645-91.0% | $5,333-88.8% | $10,133-94.1% |