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 | $37,926 | $102,609-63.0% | $98,090-61.3% | $138,895-72.7% |
| Participation rate | 94.4% | 82.8%+11.7pp | 81.5%+12.9pp | 79.9%+14.5pp |
| Annual return | 39.48% | 36.44%+3.0pp | 37.05%+2.4pp | 145.39%-105.9pp |
| Employer contribution / active EE | $6,331 | $3,867+63.7% | $3,606+75.5% | $4,194+50.9% |
| Participant deferral / active EE | $10,518 | $8,167+28.8% | $7,845+34.1% | $6,396+64.4% |
| Admin fee / account holder | $2,299 | $11,434-79.9% | $11,815-80.5% | $12,562-81.7% |