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 | $30,241 | $89,532-66.2% | $103,447-70.8% | $80,925-62.6% |
| Participation rate | 95.9% | 76.0%+19.8pp | 80.5%+15.3pp | 67.7%+28.2pp |
| Annual return | 15.93% | 22.80%-6.9pp | 23.92%-8.0pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,501 | $4,023-62.7% | $4,678-67.9% | $2,756-45.5% |
| Participant deferral / active EE | $5,597 | $5,459+2.5% | $6,624-15.5% | $4,299+30.2% |
| Admin fee / account holder | $1,410 | $6,774-79.2% | $9,415-85.0% | $6,940-79.7% |