Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,787 | $59,839-65.3% | $81,991-74.6% | $79,852-74.0% |
| Participation rate | 97.1% | 61.6%+35.4pp | 69.3%+27.8pp | 69.6%+27.4pp |
| Annual return | 16.07% | 17.56%-1.5pp | 41.31%-25.2pp | 31.72%-15.6pp |
| Employer contribution / active EE | $1,878 | $1,713+9.6% | $2,498-24.8% | $2,471-24.0% |
| Participant deferral / active EE | $3,006 | $2,695+11.5% | $3,722-19.2% | $3,740-19.6% |
| Admin fee / account holder | $1,473 | $4,287-65.6% | $5,665-74.0% | $5,306-72.2% |