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 | $37,792 | $141,004-73.2% | $112,273-66.3% | $139,466-72.9% |
| Participation rate | 76.9% | 79.2%-2.3pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 24.86% | 32.75%-7.9pp | 30.23%-5.4pp | 373.66%-348.8pp |
| Employer contribution / active EE | $1,261 | $4,285-70.6% | $3,431-63.3% | $4,754-73.5% |
| Participant deferral / active EE | $4,367 | $5,878-25.7% | $4,800-9.0% | $6,712-34.9% |
| Admin fee / account holder | $1,916 | $9,959-80.8% | $7,752-75.3% | $11,409-83.2% |