Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,133 | $51,222-2.1% | $70,544-28.9% | $75,173-33.3% |
| Participation rate | 88.5% | 61.0%+27.5pp | 68.4%+20.1pp | 67.2%+21.3pp |
| Annual return | 15.66% | 30.06%-14.4pp | 32.79%-17.1pp | 160.72%-145.1pp |
| Employer contribution / active EE | $2,268 | $1,827+24.2% | $2,976-23.8% | $2,671-15.1% |
| Participant deferral / active EE | $5,027 | $2,850+76.4% | $4,568+10.0% | $4,126+21.8% |
| Admin fee / account holder | $9,921 | $4,096+142.2% | $6,427+54.4% | $5,651+75.6% |