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 | $31,946 | $93,589-65.9% | $135,942-76.5% | $75,181-57.5% |
| Participation rate | 93.3% | 75.2%+18.1pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 20.93% | 30.90%-10.0pp | 68.28%-47.3pp | 160.69%-139.8pp |
| Employer contribution / active EE | $1,972 | $3,537-44.2% | $4,858-59.4% | $2,671-26.2% |
| Participant deferral / active EE | $4,241 | $6,405-33.8% | $7,759-45.3% | $4,126+2.8% |
| Admin fee / account holder | $1,576 | $6,977-77.4% | $10,764-85.4% | $5,650-72.1% |