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 | $29,690 | $78,013-61.9% | $178,449-83.4% | $80,911-63.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.27% | 18.07%-2.8pp | 27.09%-11.8pp | 35.63%-20.4pp |
| Employer contribution / active EE | $1,720 | $2,287-24.8% | $3,951-56.5% | $2,756-37.6% |
| Participant deferral / active EE | $3,605 | $4,408-18.2% | $6,277-42.6% | $4,297-16.1% |
| Admin fee / account holder | $2,321 | $7,166-67.6% | $10,362-77.6% | $6,935-66.5% |