Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,634 | $81,233-63.5% | $155,567-81.0% | $80,874-63.4% |
| Participation rate | 97.4% | 66.2%+31.2pp | 78.2%+19.2pp | 67.6%+29.8pp |
| Annual return | 13.34% | 33.33%-20.0pp | 64.74%-51.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $2,886 | $3,101-6.9% | $4,674-38.3% | $2,756+4.7% |
| Participant deferral / active EE | $3,544 | $3,452+2.7% | $5,628-37.0% | $4,297-17.5% |
| Admin fee / account holder | $5,753 | $7,998-28.1% | $15,916-63.9% | $6,935-17.0% |