Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $54,918 | $81,446-32.6% | $103,374-46.9% | $80,874-32.1% |
| Participation rate | 75.7% | 66.9%+8.8pp | 74.5%+1.2pp | 67.6%+8.0pp |
| Annual return | 22.17% | 25.57%-3.4pp | 24.89%-2.7pp | 35.62%-13.5pp |
| Employer contribution / active EE | $1,764 | $3,107-43.2% | $3,869-54.4% | $2,756-36.0% |
| Participant deferral / active EE | $8,199 | $3,870+111.9% | $5,058+62.1% | $4,297+90.8% |
| Admin fee / account holder | $479 | $6,715-92.9% | $8,394-94.3% | $6,935-93.1% |