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 | $42,319 | $40,275+5.1% | $57,356-26.2% | $59,633-29.0% |
| Participation rate | 96.2% | 69.1%+27.1pp | 75.1%+21.1pp | 68.7%+27.6pp |
| Annual return | 0.97% | 27.52%-26.6pp | 24.41%-23.4pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $886 | $1,921-53.9% | $2,689-67.1% | $2,203-59.8% |
| Participant deferral / active EE | $1,038 | $2,400-56.8% | $3,162-67.2% | $3,192-67.5% |
| Admin fee / account holder | $4,755 | $2,820+68.6% | $3,357+41.7% | $4,297+10.7% |