Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $41,996 | $95,453-56.0% | $112,040-62.5% | $82,448-49.1% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 17.84% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,198 | $2,318-5.2% | $2,954-25.6% | $2,551-13.9% |
| Participant deferral / active EE | $4,530 | $4,224+7.2% | $5,098-11.1% | $4,139+9.4% |
| Admin fee / account holder | $3,938 | $9,013-56.3% | $12,098-67.4% | $7,234-45.6% |