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 | $16,991 | $58,577-71.0% | $83,323-79.6% | $64,181-73.5% |
| Participation rate | 89.7% | 72.0%+17.7pp | 77.8%+11.9pp | 69.6%+20.1pp |
| Annual return | -3.59% | 9.65%-13.2pp | 10.63%-14.2pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,825 | $2,098+34.6% | $3,379-16.4% | $2,381+18.7% |
| Participant deferral / active EE | $6,567 | $4,654+41.1% | $5,565+18.0% | $3,470+89.3% |
| Admin fee / account holder | $1,067 | $9,275-88.5% | $7,539-85.9% | $4,887-78.2% |