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 | $26,456 | $56,287-53.0% | $80,977-67.3% | $62,881-57.9% |
| Participation rate | 71.2% | 68.9%+2.2pp | 75.8%-4.6pp | 69.3%+1.9pp |
| Annual return | 8.72% | 22.13%-13.4pp | 17.11%-8.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,508 | $1,943-22.4% | $3,715-59.4% | $2,281-33.9% |
| Participant deferral / active EE | $2,440 | $4,196-41.8% | $5,696-57.2% | $3,203-23.8% |
| Admin fee / account holder | $969 | $3,742-74.1% | $5,517-82.4% | $4,296-77.4% |