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 | $33,412 | $135,956-75.4% | $123,894-73.0% | $273,972-87.8% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | 10.90% | 56.63%-45.7pp | 47.52%-36.6pp | 41.46%-30.6pp |
| Employer contribution / active EE | $2,872 | $5,170-44.4% | $4,617-37.8% | $4,869-41.0% |
| Participant deferral / active EE | $6,836 | $6,343+7.8% | $5,984+14.2% | $5,287+29.3% |
| Admin fee / account holder | $5,285 | $9,817-46.2% | $8,357-36.8% | $10,133-47.8% |