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 | $41,074 | $88,360-53.5% | $145,433-71.8% | $67,986-39.6% |
| Participation rate | 71.4% | 65.5%+5.9pp | 82.1%-10.7pp | 57.2%+14.2pp |
| Annual return | 17.70% | 63.15%-45.4pp | 66.58%-48.9pp | 31.67%-14.0pp |
| Employer contribution / active EE | $1,201 | $3,054-60.7% | $4,554-73.6% | $2,019-40.5% |
| Participant deferral / active EE | $5,401 | $5,932-8.9% | $7,897-31.6% | $3,358+60.8% |
| Admin fee / account holder | $1,462 | $3,313-55.9% | $13,129-88.9% | $3,203-54.3% |