Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $49,285 | $107,809-54.3% | $97,032-49.2% | $155,188-68.2% |
| Participation rate | 93.8% | 75.5%+18.3pp | 71.6%+22.2pp | 80.8%+12.9pp |
| Annual return | 19.34% | 38.06%-18.7pp | 35.38%-16.0pp | 148.84%-129.5pp |
| Employer contribution / active EE | $5,828 | $2,911+100.2% | $2,629+121.7% | $4,248+37.2% |
| Participant deferral / active EE | $12,580 | $5,129+145.3% | $4,672+169.2% | $6,531+92.6% |
| Admin fee / account holder | $2,014 | $10,717-81.2% | $9,418-78.6% | $14,480-86.1% |