Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $46,366 | $99,875-53.6% | $146,866-68.4% | $86,983-46.7% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.5%+27.8pp |
| Annual return | 20.47% | 28.10%-7.6pp | 102.85%-82.4pp | 25.83%-5.4pp |
| Employer contribution / active EE | $3,877 | $3,224+20.2% | $4,425-12.4% | $2,584+50.0% |
| Participant deferral / active EE | $4,382 | $6,322-30.7% | $7,759-43.5% | $4,194+4.5% |
| Admin fee / account holder | $1,167 | $7,838-85.1% | $13,620-91.4% | $7,856-85.1% |