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 | $37,780 | $101,795-62.9% | $165,100-77.1% | $80,959-53.3% |
| Participation rate | 85.3% | 71.8%+13.5pp | 78.6%+6.7pp | 67.7%+17.6pp |
| Annual return | 13.14% | 16.73%-3.6pp | 70.21%-57.1pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,670 | $2,954-43.5% | $4,348-61.6% | $2,757-39.4% |
| Participant deferral / active EE | $3,972 | $4,476-11.3% | $6,035-34.2% | $4,300-7.6% |
| Admin fee / account holder | $859 | $8,221-89.6% | $12,696-93.2% | $6,925-87.6% |