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 | $38,651 | $87,834-56.0% | $133,975-71.2% | $62,881-38.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.84% | 12.05%-3.2pp | 29.29%-20.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,916 | $3,482-45.0% | $5,211-63.2% | $2,281-16.0% |
| Participant deferral / active EE | $3,371 | $4,812-29.9% | $6,282-46.3% | $3,203+5.3% |
| Admin fee / account holder | $686 | $5,372-87.2% | $9,324-92.6% | $4,296-84.0% |