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 | $25,213 | $81,504-69.1% | $102,437-75.4% | $80,959-68.9% |
| Participation rate | 92.7% | 66.9%+25.8pp | 74.5%+18.2pp | 67.7%+25.0pp |
| Annual return | 19.05% | 25.60%-6.5pp | 24.95%-5.9pp | 35.67%-16.6pp |
| Employer contribution / active EE | $2,007 | $3,104-35.3% | $3,871-48.2% | $2,757-27.2% |
| Participant deferral / active EE | $3,126 | $3,871-19.2% | $5,060-38.2% | $4,300-27.3% |
| Admin fee / account holder | $2,423 | $6,719-63.9% | $8,388-71.1% | $6,925-65.0% |