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 | $37,178 | $60,349-38.4% | $74,184-49.9% | $62,881-40.9% |
| Participation rate | 96.2% | 72.7%+23.4pp | 76.6%+19.5pp | 69.3%+26.8pp |
| Annual return | 8.11% | 21.38%-13.3pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,154 | $1,680-31.3% | $2,370-51.3% | $2,281-49.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,011 | $4,261-52.8% | $5,586-64.0% | $4,296-53.2% |