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 | $19,210 | $106,280-81.9% | $96,538-80.1% | $139,487-86.2% |
| Participation rate | 87.0% | 77.8%+9.1pp | 74.3%+12.6pp | 80.3%+6.6pp |
| Annual return | 14.90% | 38.48%-23.6pp | 35.74%-20.8pp | 373.84%-358.9pp |
| Employer contribution / active EE | $1,193 | $4,107-71.0% | $3,740-68.1% | $4,755-74.9% |
| Participant deferral / active EE | $1,900 | $5,457-65.2% | $4,880-61.1% | $6,713-71.7% |
| Admin fee / account holder | $1,033 | $7,888-86.9% | $6,737-84.7% | $11,407-90.9% |