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 | $37,548 | $47,848-21.5% | $81,478-53.9% | $70,131-46.5% |
| Participation rate | 84.2% | 58.3%+25.9pp | 68.0%+16.3pp | 69.5%+14.7pp |
| Annual return | 14.51% | 27.25%-12.7pp | 38.78%-24.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,053 | $1,527-31.1% | $2,568-59.0% | $2,342-55.1% |
| Participant deferral / active EE | $2,594 | $2,453+5.7% | $3,537-26.7% | $3,332-22.1% |
| Admin fee / account holder | $665 | $3,145-78.9% | $4,561-85.4% | $4,645-85.7% |