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 | $51,274 | $136,860-62.5% | $120,344-57.4% | $154,746-66.9% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 10.42% | 21.38%-11.0pp | 20.30%-9.9pp | 172.34%-161.9pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,546 | $5,793+13.0% | $5,135+27.5% | $6,730-2.7% |
| Admin fee / account holder | $624 | $15,393-95.9% | $12,742-95.1% | $14,365-95.7% |