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 | $20,209 | $72,027-71.9% | $185,861-89.1% | $79,856-74.7% |
| Participation rate | 92.0% | 65.8%+26.2pp | 78.0%+14.0pp | 69.6%+22.4pp |
| Annual return | 13.29% | 23.13%-9.8pp | 35.96%-22.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,274 | $1,965-35.2% | $4,088-68.8% | $2,471-48.4% |
| Participant deferral / active EE | $1,830 | $3,780-51.6% | $5,634-67.5% | $3,741-51.1% |
| Admin fee / account holder | $2,181 | $4,513-51.7% | $9,503-77.1% | $5,306-58.9% |