Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,537 | $81,358-83.4% | $155,556-91.3% | $80,959-83.3% |
| Participation rate | 79.4% | 66.3%+13.1pp | 78.2%+1.2pp | 67.7%+11.7pp |
| Annual return | 15.08% | 33.39%-18.3pp | 64.84%-49.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $859 | $3,106-72.4% | $4,675-81.6% | $2,757-68.9% |
| Participant deferral / active EE | $4,682 | $3,455+35.5% | $5,631-16.8% | $4,300+8.9% |
| Admin fee / account holder | $307 | $7,994-96.2% | $15,885-98.1% | $6,925-95.6% |