Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,463 | $81,446-57.7% | $103,374-66.7% | $80,874-57.4% |
| Participation rate | 86.4% | 66.9%+19.5pp | 74.5%+11.9pp | 67.6%+18.7pp |
| Annual return | 13.02% | 25.57%-12.5pp | 24.89%-11.9pp | 35.62%-22.6pp |
| Employer contribution / active EE | $2,235 | $3,107-28.1% | $3,869-42.2% | $2,756-18.9% |
| Participant deferral / active EE | $3,636 | $3,870-6.0% | $5,058-28.1% | $4,297-15.4% |
| Admin fee / account holder | $408 | $6,715-93.9% | $8,394-95.1% | $6,935-94.1% |