Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,148 | $57,590-82.4% | $86,233-88.2% | $82,448-87.7% |
| Participation rate | 88.3% | 57.9%+30.5pp | 69.0%+19.3pp | 68.1%+20.3pp |
| Annual return | 41.50% | 22.41%+19.1pp | 61.39%-19.9pp | 41.64%-0.1pp |
| Employer contribution / active EE | $1,038 | $1,655-37.3% | $2,504-58.5% | $2,551-59.3% |
| Participant deferral / active EE | $3,781 | $3,080+22.8% | $4,559-17.1% | $4,139-8.6% |
| Admin fee / account holder | $1,030 | $4,730-78.2% | $8,342-87.7% | $7,234-85.8% |