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 | $26,201 | $81,331-67.8% | $155,534-83.2% | $80,935-67.6% |
| Participation rate | 72.0% | 66.3%+5.7pp | 78.2%-6.2pp | 67.7%+4.3pp |
| Annual return | 13.74% | 33.37%-19.6pp | 64.92%-51.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,428 | $3,105-54.0% | $4,675-69.5% | $2,757-48.2% |
| Participant deferral / active EE | $3,058 | $3,454-11.5% | $5,630-45.7% | $4,299-28.9% |
| Admin fee / account holder | $666 | $7,999-91.7% | $15,900-95.8% | $6,924-90.4% |