Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,240 | $81,331-87.4% | $155,534-93.4% | $80,935-87.3% |
| Participation rate | 73.3% | 66.3%+7.1pp | 78.2%-4.9pp | 67.7%+5.7pp |
| Annual return | 17.64% | 33.37%-15.7pp | 64.92%-47.3pp | 35.66%-18.0pp |
| Employer contribution / active EE | $1,172 | $3,105-62.3% | $4,675-74.9% | $2,757-57.5% |
| Participant deferral / active EE | $2,408 | $3,454-30.3% | $5,630-57.2% | $4,299-44.0% |
| Admin fee / account holder | $619 | $7,999-92.3% | $15,900-96.1% | $6,924-91.1% |