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 | $63,511 | $54,757+16.0% | $90,304-29.7% | $72,975-13.0% |
| Participation rate | 97.6% | 65.2%+32.4pp | 73.3%+24.3pp | 69.5%+28.1pp |
| Annual return | 26.72% | 30.63%-3.9pp | 78.13%-51.4pp | 81.01%-54.3pp |
| Employer contribution / active EE | $9,169 | $2,093+338.0% | $2,855+221.2% | $2,440+275.8% |
| Participant deferral / active EE | $6,013 | $2,887+108.3% | $3,885+54.8% | $3,608+66.7% |
| Admin fee / account holder | $3,863 | $3,973-2.8% | $5,354-27.9% | $5,124-24.6% |