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 | $31,620 | $78,690-59.8% | $161,489-80.4% | $87,485-63.9% |
| Participation rate | 94.6% | 67.5%+27.1pp | 78.7%+15.9pp | 68.9%+25.7pp |
| Annual return | 17.84% | 32.74%-14.9pp | 89.72%-71.9pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,234 | $2,588-13.7% | $4,268-47.7% | $2,596-14.0% |
| Participant deferral / active EE | $1,679 | $3,311-49.3% | $5,630-70.2% | $4,274-60.7% |
| Admin fee / account holder | $3,609 | $6,724-46.3% | $16,006-77.5% | $7,775-53.6% |