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 | $21,843 | $124,425-82.4% | $112,040-80.5% | $137,256-84.1% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.5%+18.0pp | 80.0%+14.5pp |
| Annual return | 21.21% | 24.72%-3.5pp | 24.52%-3.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,637 | $3,411+6.6% | $2,954+23.1% | $4,156-12.5% |
| Participant deferral / active EE | $6,129 | $5,718+7.2% | $5,098+20.2% | $6,407-4.3% |
| Admin fee / account holder | $1,168 | $15,207-92.3% | $12,098-90.3% | $12,270-90.5% |