Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $62,597 | $77,358-19.1% | $102,184-38.7% | $87,485-28.4% |
| Participation rate | 86.1% | 78.7%+7.4pp | 82.6%+3.5pp | 68.9%+17.2pp |
| Annual return | 19.24% | 41.11%-21.9pp | 31.58%-12.3pp | 26.06%-6.8pp |
| Employer contribution / active EE | $2,735 | $2,562+6.7% | $3,594-23.9% | $2,596+5.3% |
| Participant deferral / active EE | $4,745 | $6,753-29.7% | $8,309-42.9% | $4,274+11.0% |
| Admin fee / account holder | $3,188 | $6,809-53.2% | $11,609-72.5% | $7,775-59.0% |