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 | $31,119 | $153,311-79.7% | $109,313-71.5% | $273,972-88.6% |
| Participation rate | 81.0% | 80.1%+0.9pp | 71.3%+9.7pp | 83.0%-2.1pp |
| Annual return | 9.20% | 29.86%-20.7pp | 22.07%-12.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,954 | $5,619-65.2% | $3,892-49.8% | $4,869-59.9% |
| Participant deferral / active EE | $2,627 | $3,932-33.2% | $3,166-17.0% | $5,287-50.3% |
| Admin fee / account holder | $1,054 | $8,076-86.9% | $5,666-81.4% | $10,133-89.6% |