Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,510 | $73,787-53.2% | $98,716-65.0% | $82,448-58.1% |
| Participation rate | 78.0% | 61.4%+16.6pp | 69.3%+8.7pp | 68.1%+9.9pp |
| Annual return | 12.48% | 18.57%-6.1pp | 31.81%-19.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,372 | $1,511+57.0% | $2,279+4.1% | $2,551-7.0% |
| Participant deferral / active EE | $1,937 | $3,081-37.1% | $4,048-52.1% | $4,139-53.2% |
| Admin fee / account holder | $922 | $6,500-85.8% | $8,703-89.4% | $7,234-87.3% |