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 | $27,019 | $117,829-77.1% | $102,423-73.6% | $145,877-81.5% |
| Participation rate | 81.3% | 78.6%+2.6pp | 76.5%+4.7pp | 80.3%+0.9pp |
| Annual return | 12.74% | 31.83%-19.1pp | 29.42%-16.7pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,731 | $3,615-52.1% | $3,023-42.7% | $4,663-62.9% |
| Participant deferral / active EE | $1,955 | $5,732-65.9% | $5,054-61.3% | $6,691-70.8% |
| Admin fee / account holder | $3,298 | $13,335-75.3% | $9,455-65.1% | $13,402-75.4% |