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 | $29,498 | $56,894-48.2% | $84,753-65.2% | $62,881-53.1% |
| Participation rate | 92.5% | 68.5%+23.9pp | 76.6%+15.9pp | 69.3%+23.1pp |
| Annual return | 5.70% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,830 | $2,400+17.9% | $3,574-20.8% | $2,281+24.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $424 | $3,581-88.1% | $5,333-92.0% | $4,296-90.1% |