Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,062 | $57,073-36.8% | $85,126-57.6% | $80,925-55.4% |
| Participation rate | 97.4% | 56.4%+41.0pp | 67.5%+29.8pp | 67.7%+29.7pp |
| Annual return | 15.54% | 21.69%-6.2pp | 66.63%-51.1pp | 35.65%-20.1pp |
| Employer contribution / active EE | $2,884 | $1,801+60.1% | $2,731+5.6% | $2,756+4.6% |
| Participant deferral / active EE | $8,725 | $3,113+180.3% | $4,523+92.9% | $4,299+103.0% |
| Admin fee / account holder | $1,872 | $4,988-62.5% | $6,160-69.6% | $6,940-73.0% |