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 | $114,094 | $60,349+89.1% | $74,184+53.8% | $62,881+81.4% |
| Participation rate | 96.7% | 72.7%+23.9pp | 76.6%+20.0pp | 69.3%+27.4pp |
| Annual return | 8.22% | 21.38%-13.2pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $650 | $1,680-61.3% | $2,370-72.6% | $2,281-71.5% |
| Participant deferral / active EE | $1,301 | $2,856-54.4% | $3,550-63.3% | $3,203-59.4% |
| Admin fee / account holder | $5,255 | $4,261+23.3% | $5,586-5.9% | $4,296+22.3% |