Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,661 | $76,407-70.3% | $150,298-84.9% | $82,448-72.5% |
| Participation rate | 87.8% | 66.4%+21.4pp | 77.8%+10.0pp | 68.1%+19.7pp |
| Annual return | 17.94% | 39.99%-22.1pp | 62.79%-44.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,280 | $2,614-51.1% | $4,154-69.2% | $2,551-49.8% |
| Participant deferral / active EE | $3,622 | $3,214+12.7% | $5,453-33.6% | $4,139-12.5% |
| Admin fee / account holder | $1,077 | $6,352-83.0% | $14,116-92.4% | $7,234-85.1% |