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 | $26,079 | $72,269-63.9% | $101,271-74.2% | $79,852-67.3% |
| Participation rate | 93.1% | 68.5%+24.6pp | 75.8%+17.3pp | 69.6%+23.5pp |
| Annual return | 22.78% | 22.29%+0.5pp | 46.48%-23.7pp | 31.72%-8.9pp |
| Employer contribution / active EE | $2,603 | $2,692-3.3% | $3,660-28.9% | $2,471+5.4% |
| Participant deferral / active EE | $3,824 | $3,282+16.5% | $4,371-12.5% | $3,740+2.2% |
| Admin fee / account holder | $627 | $4,401-85.8% | $5,948-89.5% | $5,306-88.2% |