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 | $33,907 | $65,364-48.1% | $92,909-63.5% | $72,975-53.5% |
| Participation rate | 90.0% | 68.3%+21.7pp | 76.0%+14.0pp | 69.5%+20.5pp |
| Annual return | 22.64% | 42.11%-19.5pp | 109.44%-86.8pp | 81.01%-58.4pp |
| Employer contribution / active EE | $1,257 | $2,594-51.5% | $3,653-65.6% | $2,440-48.5% |
| Participant deferral / active EE | $2,729 | $3,128-12.8% | $4,238-35.6% | $3,608-24.4% |
| Admin fee / account holder | $2,444 | $4,251-42.5% | $5,795-57.8% | $5,124-52.3% |