Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,263 | $86,949-65.2% | $102,460-70.5% | $80,959-62.6% |
| Participation rate | 75.6% | 72.4%+3.2pp | 76.5%-0.9pp | 67.7%+7.9pp |
| Annual return | 19.46% | 18.89%+0.6pp | 29.47%-10.0pp | 35.67%-16.2pp |
| Employer contribution / active EE | $2,169 | $2,370-8.5% | $3,025-28.3% | $2,757-21.3% |
| Participant deferral / active EE | $4,238 | $4,121+2.8% | $5,056-16.2% | $4,300-1.5% |
| Admin fee / account holder | $959 | $8,048-88.1% | $9,460-89.9% | $6,925-86.1% |