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 | $16,091 | $99,345-83.8% | $84,753-81.0% | $273,972-94.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.19% | 22.93%-18.7pp | 22.78%-18.6pp | 41.46%-37.3pp |
| Employer contribution / active EE | $2,969 | $4,214-29.5% | $3,574-16.9% | $4,869-39.0% |
| Participant deferral / active EE | $4,869 | $4,270+14.0% | $3,712+31.2% | $5,287-7.9% |
| Admin fee / account holder | $442 | $6,645-93.4% | $5,333-91.7% | $10,133-95.6% |