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 | $30,266 | $57,119-47.0% | $85,187-64.5% | $80,935-62.6% |
| Participation rate | 91.0% | 56.4%+34.6pp | 67.5%+23.5pp | 67.7%+23.4pp |
| Annual return | 21.41% | 21.70%-0.3pp | 66.67%-45.3pp | 35.66%-14.2pp |
| Employer contribution / active EE | $502 | $1,802-72.1% | $2,732-81.6% | $2,757-81.8% |
| Participant deferral / active EE | $2,595 | $3,115-16.7% | $4,525-42.7% | $4,299-39.6% |
| Admin fee / account holder | $958 | $4,990-80.8% | $6,162-84.5% | $6,924-86.2% |