Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,298 | $81,358-76.3% | $155,556-87.6% | $80,959-76.2% |
| Participation rate | 71.4% | 66.3%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 16.33% | 33.39%-17.1pp | 64.84%-48.5pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,547 | $3,106-50.2% | $4,675-66.9% | $2,757-43.9% |
| Participant deferral / active EE | $1,259 | $3,455-63.6% | $5,631-77.6% | $4,300-70.7% |
| Admin fee / account holder | $3,360 | $7,994-58.0% | $15,885-78.8% | $6,925-51.5% |