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 | $61,271 | $57,541+6.5% | $95,740-36.0% | $75,173-18.5% |
| Participation rate | 79.4% | 62.5%+16.9pp | 72.3%+7.1pp | 67.2%+12.2pp |
| Annual return | 14.36% | 34.93%-20.6pp | 28.41%-14.1pp | 160.72%-146.4pp |
| Employer contribution / active EE | $5,160 | $1,808+185.5% | $2,836+81.9% | $2,671+93.2% |
| Participant deferral / active EE | $2,829 | $3,074-8.0% | $4,244-33.3% | $4,126-31.5% |
| Admin fee / account holder | $1,780 | $4,099-56.6% | $5,676-68.6% | $5,651-68.5% |