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 | $22,678 | $99,345-77.2% | $84,753-73.2% | $273,972-91.7% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 4.15% | 22.93%-18.8pp | 22.78%-18.6pp | 41.46%-37.3pp |
| Employer contribution / active EE | $993 | $4,214-76.4% | $3,574-72.2% | $4,869-79.6% |
| Participant deferral / active EE | $2,040 | $4,270-52.2% | $3,712-45.0% | $5,287-61.4% |
| Admin fee / account holder | $860 | $6,645-87.1% | $5,333-83.9% | $10,133-91.5% |