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 | $25,122 | $57,140-56.0% | $85,240-70.5% | $80,959-69.0% |
| Participation rate | 81.5% | 56.4%+25.1pp | 67.5%+14.0pp | 67.7%+13.8pp |
| Annual return | 16.80% | 21.71%-4.9pp | 66.75%-50.0pp | 35.67%-18.9pp |
| Employer contribution / active EE | $1,597 | $1,802-11.4% | $2,735-41.6% | $2,757-42.1% |
| Participant deferral / active EE | $2,198 | $3,115-29.4% | $4,527-51.4% | $4,300-48.9% |
| Admin fee / account holder | $1,489 | $4,992-70.2% | $6,165-75.8% | $6,925-78.5% |