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 | $35,705 | $87,834-59.3% | $133,975-73.3% | $62,881-43.2% |
| Participation rate | 86.7% | 83.4%+3.3pp | 87.1%-0.4pp | 69.3%+17.4pp |
| Annual return | 19.46% | 12.05%+7.4pp | 29.29%-9.8pp | 20.14%-0.7pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,618 | $4,812+99.9% | $6,282+53.1% | $3,203+200.3% |
| Admin fee / account holder | $413 | $5,372-92.3% | $9,324-95.6% | $4,296-90.4% |