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 | $65,571 | $115,917-43.4% | $100,535-34.8% | $158,982-58.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 26.20% | 34.80%-8.6pp | 30.90%-4.7pp | 302.99%-276.8pp |
| Employer contribution / active EE | $907 | $4,105-77.9% | $3,419-73.5% | $4,763-81.0% |
| Participant deferral / active EE | $2,582 | $6,677-61.3% | $6,271-58.8% | $5,983-56.8% |
| Admin fee / account holder | $772 | $11,002-93.0% | $8,085-90.4% | $11,252-93.1% |