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 | $52,900 | $72,486-27.0% | $87,103-39.3% | $72,976-27.5% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.9pp |
| Annual return | 29.36% | 24.46%+4.9pp | 28.19%+1.2pp | 81.02%-51.7pp |
| Employer contribution / active EE | $4,236 | $1,894+123.7% | $2,521+68.0% | $2,440+73.6% |
| Participant deferral / active EE | $8,989 | $3,270+174.9% | $4,049+122.0% | $3,608+149.2% |
| Admin fee / account holder | $2,281 | $5,055-54.9% | $7,491-69.6% | $5,124-55.5% |