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 | $33,221 | $75,541-56.0% | $152,093-78.2% | $82,637-59.8% |
| Participation rate | 81.3% | 66.5%+14.7pp | 77.8%+3.5pp | 68.1%+13.2pp |
| Annual return | 19.27% | 32.56%-13.3pp | 66.36%-47.1pp | 53.51%-34.2pp |
| Employer contribution / active EE | $2,153 | $2,622-17.9% | $4,175-48.4% | $2,552-15.6% |
| Participant deferral / active EE | $4,165 | $3,206+29.9% | $5,451-23.6% | $4,126+1.0% |
| Admin fee / account holder | $525 | $6,405-91.8% | $14,497-96.4% | $7,339-92.9% |