Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $49,293 | $106,524-53.7% | $152,301-67.6% | $87,485-43.7% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.4%+14.1pp | 68.9%+27.6pp |
| Annual return | 26.68% | 26.89%-0.2pp | 80.50%-53.8pp | 26.06%+0.6pp |
| Employer contribution / active EE | $3,963 | $3,371+17.5% | $4,624-14.3% | $2,596+52.6% |
| Participant deferral / active EE | $7,456 | $6,525+14.3% | $8,004-6.8% | $4,274+74.5% |
| Admin fee / account holder | $7,967 | $8,287-3.9% | $14,398-44.7% | $7,775+2.5% |