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 | $75,383 | $63,845+18.1% | $81,370-7.4% | $80,959-6.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 10.87% | 16.37%-5.5pp | 24.85%-14.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $6,866 | $1,980+246.8% | $2,464+178.6% | $2,757+149.0% |
| Participant deferral / active EE | $4,202 | $3,093+35.9% | $3,885+8.2% | $4,300-2.3% |
| Admin fee / account holder | $5,575 | $5,688-2.0% | $5,749-3.0% | $6,925-19.5% |