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 | $68,405 | $72,269-5.3% | $101,271-32.5% | $79,852-14.3% |
| Participation rate | 79.5% | 68.5%+11.1pp | 75.8%+3.7pp | 69.6%+9.9pp |
| Annual return | 11.05% | 22.29%-11.2pp | 46.48%-35.4pp | 31.72%-20.7pp |
| Employer contribution / active EE | $3,523 | $2,692+30.9% | $3,660-3.8% | $2,471+42.6% |
| Participant deferral / active EE | $2,537 | $3,282-22.7% | $4,371-42.0% | $3,740-32.2% |
| Admin fee / account holder | $2,654 | $4,401-39.7% | $5,948-55.4% | $5,306-50.0% |