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 | $28,972 | $81,276-64.4% | $155,574-81.4% | $80,925-64.2% |
| Participation rate | 83.1% | 66.2%+16.9pp | 78.2%+4.9pp | 67.7%+15.5pp |
| Annual return | 11.32% | 33.36%-22.0pp | 64.87%-53.5pp | 35.65%-24.3pp |
| Employer contribution / active EE | $612 | $3,103-80.3% | $4,676-86.9% | $2,756-77.8% |
| Participant deferral / active EE | $3,519 | $3,453+1.9% | $5,629-37.5% | $4,299-18.1% |
| Admin fee / account holder | $1,431 | $7,993-82.1% | $15,914-91.0% | $6,940-79.4% |