Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,386 | $69,444-37.5% | $92,985-53.3% | $87,485-50.4% |
| Participation rate | 96.2% | 63.3%+32.9pp | 69.5%+26.7pp | 68.9%+27.2pp |
| Annual return | 16.10% | 23.85%-7.8pp | 27.99%-11.9pp | 26.06%-10.0pp |
| Employer contribution / active EE | $10,337 | $1,917+439.2% | $2,662+288.3% | $2,596+298.2% |
| Participant deferral / active EE | $4,109 | $3,364+22.1% | $4,377-6.1% | $4,274-3.9% |
| Admin fee / account holder | $16,557 | $6,137+169.8% | $9,463+75.0% | $7,775+113.0% |