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 | $20,879 | $110,379-81.1% | $102,412-79.6% | $145,884-85.7% |
| Participation rate | 77.3% | 77.9%-0.7pp | 74.5%+2.8pp | 80.3%-3.0pp |
| Annual return | 24.15% | 24.84%-0.7pp | 24.94%-0.8pp | 551.85%-527.7pp |
| Employer contribution / active EE | $2,385 | $4,216-43.4% | $3,870-38.4% | $4,662-48.8% |
| Participant deferral / active EE | $4,935 | $5,622-12.2% | $5,060-2.5% | $6,690-26.2% |
| Admin fee / account holder | $1,184 | $9,745-87.9% | $8,388-85.9% | $13,392-91.2% |