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 | $63,439 | $72,273-12.2% | $101,275-37.4% | $79,856-20.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.00% | 22.30%-10.3pp | 46.48%-34.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $624 | $2,691-76.8% | $3,660-83.0% | $2,471-74.8% |
| Participant deferral / active EE | $4,485 | $3,282+36.7% | $4,371+2.6% | $3,741+19.9% |
| Admin fee / account holder | $1,454 | $4,401-67.0% | $5,948-75.5% | $5,306-72.6% |