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 | $21,146 | $96,956-78.2% | $69,779-69.7% | $273,972-92.3% |
| Participation rate | 92.9% | 77.1%+15.8pp | 71.8%+21.0pp | 83.0%+9.8pp |
| Annual return | 5.71% | 12.93%-7.2pp | 12.99%-7.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $5,596 | $3,316+68.8% | $2,338+139.3% | $4,869+14.9% |
| Participant deferral / active EE | $4,482 | $3,744+19.7% | $2,931+52.9% | $5,287-15.2% |
| Admin fee / account holder | $481 | $7,934-93.9% | $4,381-89.0% | $10,133-95.3% |