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 | $38,488 | $81,331-52.7% | $155,534-75.3% | $80,935-52.4% |
| Participation rate | 71.0% | 66.3%+4.7pp | 78.2%-7.3pp | 67.7%+3.3pp |
| Annual return | 20.61% | 33.37%-12.8pp | 64.92%-44.3pp | 35.66%-15.1pp |
| Employer contribution / active EE | $715 | $3,105-77.0% | $4,675-84.7% | $2,757-74.1% |
| Participant deferral / active EE | $4,500 | $3,454+30.3% | $5,630-20.1% | $4,299+4.7% |
| Admin fee / account holder | $1,590 | $7,999-80.1% | $15,900-90.0% | $6,924-77.0% |