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 | $42,118 | $63,365-33.5% | $91,994-54.2% | $72,975-42.3% |
| Participation rate | 89.7% | 72.5%+17.2pp | 78.6%+11.1pp | 69.5%+20.3pp |
| Annual return | 21.90% | 35.35%-13.4pp | 69.04%-47.1pp | 81.01%-59.1pp |
| Employer contribution / active EE | $432 | $2,116-79.6% | $3,453-87.5% | $2,440-82.3% |
| Participant deferral / active EE | $2,917 | $4,883-40.3% | $5,924-50.8% | $3,608-19.1% |
| Admin fee / account holder | $1,545 | $4,670-66.9% | $7,744-80.1% | $5,124-69.9% |