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 | $21,689 | $43,333-49.9% | $59,883-63.8% | $64,181-66.2% |
| Participation rate | 98.0% | 69.2%+28.8pp | 74.7%+23.3pp | 69.6%+28.4pp |
| Annual return | -6.60% | -1.55%-5.1pp | 3.46%-10.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,235 | $2,029-39.1% | $2,722-54.6% | $2,381-48.1% |
| Participant deferral / active EE | $2,118 | $2,547-16.8% | $3,402-37.7% | $3,470-39.0% |
| Admin fee / account holder | $381 | $3,006-87.3% | $3,591-89.4% | $4,887-92.2% |