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 | $91,553 | $55,713+64.3% | $75,901+20.6% | $72,975+25.5% |
| Participation rate | 96.8% | 61.1%+35.7pp | 69.3%+27.5pp | 69.5%+27.3pp |
| Annual return | 17.35% | 27.60%-10.2pp | 30.76%-13.4pp | 81.01%-63.7pp |
| Employer contribution / active EE | $3,502 | $1,687+107.6% | $2,501+40.0% | $2,440+43.5% |
| Participant deferral / active EE | $2,172 | $2,634-17.5% | $3,603-39.7% | $3,608-39.8% |
| Admin fee / account holder | $9,101 | $3,980+128.6% | $5,420+67.9% | $5,124+77.6% |