Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $67,198 | $181,896-63.1% | $156,551-57.1% | $273,972-75.5% |
| Participation rate | 95.5% | 88.4%+7.1pp | 84.0%+11.4pp | 83.0%+12.4pp |
| Annual return | 15.33% | 30.74%-15.4pp | 32.23%-16.9pp | 41.46%-26.1pp |
| Employer contribution / active EE | $1,608 | $6,248-74.3% | $5,501-70.8% | $4,869-67.0% |
| Participant deferral / active EE | $3,374 | $5,550-39.2% | $4,871-30.7% | $5,287-36.2% |
| Admin fee / account holder | $7,696 | $15,560-50.5% | $13,028-40.9% | $10,133-24.0% |