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 | $38,738 | $106,864-63.8% | $147,318-73.7% | $82,637-53.1% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.1%+12.7pp | 68.1%+26.7pp |
| Annual return | 21.43% | 27.49%-6.1pp | 70.43%-49.0pp | 53.51%-32.1pp |
| Employer contribution / active EE | $1,333 | $3,417-61.0% | $4,593-71.0% | $2,552-47.8% |
| Participant deferral / active EE | $8,339 | $6,496+28.4% | $7,906+5.5% | $4,126+102.1% |
| Admin fee / account holder | $427 | $8,415-94.9% | $13,708-96.9% | $7,339-94.2% |