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 | $41,817 | $87,132-52.0% | $105,624-60.4% | $80,959-48.3% |
| Participation rate | 87.5% | 70.4%+17.1pp | 75.3%+12.2pp | 67.7%+19.8pp |
| Annual return | 20.09% | 17.03%+3.1pp | 116.20%-96.1pp | 35.67%-15.6pp |
| Employer contribution / active EE | $1,899 | $2,397-20.8% | $3,168-40.0% | $2,757-31.1% |
| Participant deferral / active EE | $9,522 | $3,985+138.9% | $5,013+90.0% | $4,300+121.4% |
| Admin fee / account holder | $964 | $8,449-88.6% | $10,961-91.2% | $6,925-86.1% |