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 | $50,770 | $101,302-49.9% | $149,600-66.1% | $82,637-38.6% |
| Participation rate | 73.5% | 72.5%+1.0pp | 77.2%-3.6pp | 68.1%+5.5pp |
| Annual return | 15.50% | 21.39%-5.9pp | 129.59%-114.1pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,008 | $3,099-35.2% | $4,193-52.1% | $2,552-21.3% |
| Participant deferral / active EE | $3,231 | $5,589-42.2% | $7,203-55.1% | $4,126-21.7% |
| Admin fee / account holder | $3,493 | $8,449-58.7% | $13,963-75.0% | $7,339-52.4% |