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 | $23,471 | $64,359-63.5% | $90,161-74.0% | $70,126-66.5% |
| Participation rate | 84.2% | 70.4%+13.8pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 17.60% | 28.13%-10.5pp | 34.89%-17.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,650 | $2,046-19.3% | $3,318-50.3% | $2,343-29.6% |
| Participant deferral / active EE | $5,167 | $4,389+17.7% | $5,287-2.3% | $3,332+55.1% |
| Admin fee / account holder | $4,828 | $3,945+22.4% | $5,943-18.8% | $4,645+3.9% |