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 | $38,821 | $57,828-32.9% | $117,039-66.8% | $70,126-44.6% |
| Participation rate | 98.2% | 67.1%+31.1pp | 77.2%+21.1pp | 69.5%+28.7pp |
| Annual return | 14.89% | 17.55%-2.7pp | 18.95%-4.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,620 | $1,816-10.8% | $3,785-57.2% | $2,343-30.8% |
| Participant deferral / active EE | $2,505 | $2,438+2.8% | $3,929-36.2% | $3,332-24.8% |
| Admin fee / account holder | $2,629 | $3,548-25.9% | $5,974-56.0% | $4,645-43.4% |