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 | $21,718 | $49,249-55.9% | $70,476-69.2% | $79,852-72.8% |
| Participation rate | 88.0% | 69.2%+18.8pp | 75.1%+12.9pp | 69.6%+18.4pp |
| Annual return | 17.97% | 30.09%-12.1pp | 109.12%-91.1pp | 31.72%-13.8pp |
| Employer contribution / active EE | $911 | $2,100-56.6% | $2,738-66.7% | $2,471-63.1% |
| Participant deferral / active EE | $1,184 | $2,769-57.2% | $3,710-68.1% | $3,740-68.3% |
| Admin fee / account holder | $1,056 | $2,878-63.3% | $3,847-72.5% | $5,306-80.1% |