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 | $32,281 | $56,054-42.4% | $171,082-81.1% | $62,881-48.7% |
| Participation rate | 86.6% | 62.9%+23.7pp | 76.7%+9.9pp | 69.3%+17.3pp |
| Annual return | 10.79% | 22.52%-11.7pp | 32.56%-21.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,470 | $3,158+9.9% | $4,797-27.7% | $3,203+8.3% |
| Admin fee / account holder | $304 | $3,647-91.7% | $8,520-96.4% | $4,296-92.9% |