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 | $26,978 | $45,082-40.2% | $69,464-61.2% | $72,975-63.0% |
| Participation rate | 91.8% | 68.5%+23.3pp | 74.6%+17.2pp | 69.5%+22.3pp |
| Annual return | 41.74% | 22.66%+19.1pp | 28.98%+12.8pp | 81.01%-39.3pp |
| Employer contribution / active EE | $1,654 | $2,055-19.5% | $2,779-40.5% | $2,440-32.2% |
| Participant deferral / active EE | $7,056 | $2,604+171.0% | $3,536+99.5% | $3,608+95.6% |
| Admin fee / account holder | $2,200 | $3,057-28.0% | $3,840-42.7% | $5,124-57.1% |