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 | $23,177 | $57,541-59.7% | $95,740-75.8% | $75,173-69.2% |
| Participation rate | 79.1% | 62.5%+16.6pp | 72.3%+6.8pp | 67.2%+11.9pp |
| Annual return | 15.51% | 34.93%-19.4pp | 28.41%-12.9pp | 160.72%-145.2pp |
| Employer contribution / active EE | $5,088 | $1,808+181.4% | $2,836+79.4% | $2,671+90.5% |
| Participant deferral / active EE | $1,653 | $3,074-46.2% | $4,244-61.0% | $4,126-59.9% |
| Admin fee / account holder | $778 | $4,099-81.0% | $5,676-86.3% | $5,651-86.2% |