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 | $24,427 | $72,471-66.3% | $94,215-74.1% | $86,983-71.9% |
| Participation rate | 87.5% | 63.9%+23.6pp | 70.0%+17.5pp | 69.5%+18.0pp |
| Annual return | 13.83% | 26.44%-12.6pp | 28.22%-14.4pp | 25.83%-12.0pp |
| Employer contribution / active EE | $1,621 | $1,936-16.3% | $2,675-39.4% | $2,584-37.3% |
| Participant deferral / active EE | $2,508 | $3,397-26.2% | $4,276-41.3% | $4,194-40.2% |
| Admin fee / account holder | $7,103 | $6,468+9.8% | $10,216-30.5% | $7,856-9.6% |