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 | $34,444 | $106,864-67.8% | $147,318-76.6% | $82,637-58.3% |
| Participation rate | 71.9% | 75.5%-3.6pp | 82.1%-10.2pp | 68.1%+3.8pp |
| Annual return | 17.93% | 27.49%-9.6pp | 70.43%-52.5pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,762 | $3,417-48.4% | $4,593-61.6% | $2,552-31.0% |
| Participant deferral / active EE | $3,473 | $6,496-46.5% | $7,906-56.1% | $4,126-15.8% |
| Admin fee / account holder | $9,341 | $8,415+11.0% | $13,708-31.9% | $7,339+27.3% |