Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,645 | $81,457-56.2% | $103,378-65.5% | $80,911-55.9% |
| Participation rate | 80.6% | 66.8%+13.7pp | 74.5%+6.0pp | 67.6%+12.9pp |
| Annual return | 22.29% | 25.58%-3.3pp | 24.91%-2.6pp | 35.63%-13.3pp |
| Employer contribution / active EE | $1,408 | $3,107-54.7% | $3,870-63.6% | $2,756-48.9% |
| Participant deferral / active EE | $2,819 | $3,871-27.2% | $5,058-44.3% | $4,297-34.4% |
| Admin fee / account holder | $751 | $6,717-88.8% | $8,401-91.1% | $6,935-89.2% |