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 | $39,002 | $58,587-33.4% | $83,322-53.2% | $64,173-39.2% |
| Participation rate | 82.1% | 72.0%+10.1pp | 77.8%+4.4pp | 69.6%+12.6pp |
| Annual return | -3.06% | 9.65%-12.7pp | 10.64%-13.7pp | 7.63%-10.7pp |
| Employer contribution / active EE | $3,298 | $2,098+57.2% | $3,379-2.4% | $2,381+38.5% |
| Participant deferral / active EE | $7,025 | $4,654+50.9% | $5,565+26.2% | $3,470+102.5% |
| Admin fee / account holder | $8,869 | $9,279-4.4% | $7,540+17.6% | $4,887+81.5% |