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 | $21,453 | $93,064-76.9% | $74,577-71.2% | $273,970-92.2% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 10.59% | 26.18%-15.6pp | 20.47%-9.9pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,986 | $3,160-37.2% | $2,525-21.4% | $4,869-59.2% |
| Participant deferral / active EE | $5,093 | $4,160+22.4% | $3,458+47.3% | $5,287-3.7% |
| Admin fee / account holder | $820 | $5,273-84.4% | $4,138-80.2% | $10,132-91.9% |