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 | $33,300 | $86,919-61.7% | $102,457-67.5% | $80,911-58.8% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.6%+28.6pp |
| Annual return | 26.96% | 18.90%+8.1pp | 29.41%-2.4pp | 35.63%-8.7pp |
| Employer contribution / active EE | $1,877 | $2,368-20.7% | $3,022-37.9% | $2,756-31.9% |
| Participant deferral / active EE | $3,221 | $4,119-21.8% | $5,054-36.3% | $4,297-25.0% |
| Admin fee / account holder | $3,084 | $8,049-61.7% | $9,451-67.4% | $6,935-55.5% |