Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $32,778 | $94,439-65.3% | $73,658-55.5% | $154,746-78.8% |
| Participation rate | 89.5% | 64.7%+24.8pp | 57.0%+32.4pp | 80.7%+8.8pp |
| Annual return | 16.20% | 28.25%-12.0pp | 29.72%-13.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,063 | $1,257-15.5% | $1,032+3.0% | $4,379-75.7% |
| Participant deferral / active EE | $2,030 | $2,527-19.7% | $2,062-1.5% | $6,730-69.8% |
| Admin fee / account holder | $640 | $3,843-83.3% | $3,357-80.9% | $14,365-95.5% |