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 | $41,493 | $94,439-56.1% | $73,658-43.7% | $154,746-73.2% |
| Participation rate | 71.4% | 64.7%+6.8pp | 57.0%+14.4pp | 80.7%-9.3pp |
| Annual return | 15.77% | 28.25%-12.5pp | 29.72%-14.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,313 | $1,257+4.4% | $1,032+27.2% | $4,379-70.0% |
| Participant deferral / active EE | $6,863 | $2,527+171.6% | $2,062+232.9% | $6,730+2.0% |
| Admin fee / account holder | $1,457 | $3,843-62.1% | $3,357-56.6% | $14,365-89.9% |