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 | $32,261 | $45,087-28.4% | $69,483-53.6% | $72,976-55.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 10.77% | 22.67%-11.9pp | 28.99%-18.2pp | 81.02%-70.2pp |
| Employer contribution / active EE | $1,615 | $2,055-21.4% | $2,780-41.9% | $2,440-33.8% |
| Participant deferral / active EE | $3,906 | $2,603+50.1% | $3,537+10.4% | $3,608+8.3% |
| Admin fee / account holder | $1,111 | $3,057-63.7% | $3,841-71.1% | $5,124-78.3% |