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 | $35,781 | $86,949-58.8% | $102,460-65.1% | $80,959-55.8% |
| Participation rate | 95.8% | 72.4%+23.4pp | 76.5%+19.3pp | 67.7%+28.2pp |
| Annual return | 16.17% | 18.89%-2.7pp | 29.47%-13.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $2,086 | $2,370-12.0% | $3,025-31.0% | $2,757-24.3% |
| Participant deferral / active EE | $3,601 | $4,121-12.6% | $5,056-28.8% | $4,300-16.3% |
| Admin fee / account holder | $2,991 | $8,048-62.8% | $9,460-68.4% | $6,925-56.8% |