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 | $41,260 | $106,864-61.4% | $147,318-72.0% | $82,637-50.1% |
| Participation rate | 86.4% | 75.5%+10.9pp | 82.1%+4.4pp | 68.1%+18.4pp |
| Annual return | 18.01% | 27.49%-9.5pp | 70.43%-52.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $2,042 | $3,417-40.2% | $4,593-55.5% | $2,552-20.0% |
| Participant deferral / active EE | $4,928 | $6,496-24.1% | $7,906-37.7% | $4,126+19.4% |
| Admin fee / account holder | $1,185 | $8,415-85.9% | $13,708-91.4% | $7,339-83.9% |