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 | $45,237 | $51,222-11.7% | $70,544-35.9% | $75,173-39.8% |
| Participation rate | 93.4% | 61.0%+32.4pp | 68.4%+25.1pp | 67.2%+26.2pp |
| Annual return | 18.19% | 30.06%-11.9pp | 32.79%-14.6pp | 160.72%-142.5pp |
| Employer contribution / active EE | $3,672 | $1,827+101.0% | $2,976+23.4% | $2,671+37.5% |
| Participant deferral / active EE | $8,023 | $2,850+181.5% | $4,568+75.6% | $4,126+94.4% |
| Admin fee / account holder | $4,663 | $4,096+13.9% | $6,427-27.4% | $5,651-17.5% |