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 | $102,012 | $123,793-17.6% | $177,840-42.6% | $79,852+27.8% |
| Participation rate | 70.4% | 84.7%-14.3pp | 87.7%-17.3pp | 69.6%+0.7pp |
| Annual return | 15.04% | 22.82%-7.8pp | 48.32%-33.3pp | 31.72%-16.7pp |
| Employer contribution / active EE | $2,490 | $4,095-39.2% | $5,919-57.9% | $2,471+0.8% |
| Participant deferral / active EE | $4,692 | $5,956-21.2% | $7,714-39.2% | $3,740+25.4% |
| Admin fee / account holder | $3,055 | $7,243-57.8% | $12,431-75.4% | $5,306-42.4% |