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 | $62,848 | $118,496-47.0% | $98,461-36.2% | $139,466-54.9% |
| Participation rate | 95.0% | 77.5%+17.5pp | 75.2%+19.8pp | 80.3%+14.7pp |
| Annual return | 16.99% | 18.96%-2.0pp | 21.17%-4.2pp | 373.66%-356.7pp |
| Employer contribution / active EE | $14,367 | $3,611+297.9% | $3,049+371.3% | $4,754+202.2% |
| Participant deferral / active EE | $4,794 | $5,393-11.1% | $4,738+1.2% | $6,712-28.6% |
| Admin fee / account holder | $7,134 | $14,056-49.2% | $8,961-20.4% | $11,409-37.5% |