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 | $42,061 | $64,359-34.6% | $90,161-53.3% | $70,124-40.0% |
| Participation rate | 70.3% | 70.4%-0.1pp | 76.9%-6.5pp | 69.5%+0.8pp |
| Annual return | 27.78% | 28.13%-0.4pp | 34.89%-7.1pp | 73.14%-45.4pp |
| Employer contribution / active EE | $1,940 | $2,046-5.2% | $3,318-41.5% | $2,342-17.2% |
| Participant deferral / active EE | $6,937 | $4,389+58.0% | $5,287+31.2% | $3,332+108.2% |
| Admin fee / account holder | $345 | $3,945-91.3% | $5,943-94.2% | $4,645-92.6% |