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 | $46,777 | $59,804-21.8% | $81,982-42.9% | $79,856-41.4% |
| Participation rate | 96.2% | 61.6%+34.5pp | 69.3%+26.9pp | 69.6%+26.5pp |
| Annual return | 18.49% | 17.56%+0.9pp | 41.31%-22.8pp | 31.71%-13.2pp |
| Employer contribution / active EE | $3,070 | $1,713+79.2% | $2,498+22.9% | $2,471+24.2% |
| Participant deferral / active EE | $4,551 | $2,695+68.8% | $3,722+22.2% | $3,741+21.7% |
| Admin fee / account holder | $7,048 | $4,288+64.4% | $5,665+24.4% | $5,306+32.8% |