Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $49,412 | $73,988-33.2% | $96,538-48.8% | $75,177-34.3% |
| Participation rate | 96.4% | 66.4%+30.0pp | 74.3%+22.1pp | 67.2%+29.2pp |
| Annual return | 15.26% | 26.73%-11.5pp | 35.74%-20.5pp | 160.75%-145.5pp |
| Employer contribution / active EE | $8,799 | $2,930+200.3% | $3,740+135.3% | $2,671+229.4% |
| Participant deferral / active EE | $3,895 | $3,660+6.4% | $4,880-20.2% | $4,126-5.6% |
| Admin fee / account holder | $632 | $5,220-87.9% | $6,737-90.6% | $5,651-88.8% |