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 | $14,354 | $49,249-70.9% | $70,476-79.6% | $79,852-82.0% |
| Participation rate | 76.7% | 69.2%+7.5pp | 75.1%+1.6pp | 69.6%+7.0pp |
| Annual return | 8.94% | 30.09%-21.2pp | 109.12%-100.2pp | 31.72%-22.8pp |
| Employer contribution / active EE | $1,290 | $2,100-38.6% | $2,738-52.9% | $2,471-47.8% |
| Participant deferral / active EE | $1,737 | $2,769-37.3% | $3,710-53.2% | $3,740-53.6% |
| Admin fee / account holder | $1,691 | $2,878-41.2% | $3,847-56.0% | $5,306-68.1% |