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 | $23,809 | $96,558-75.3% | $80,977-70.6% | $273,972-91.3% |
| Participation rate | 92.3% | 79.1%+13.2pp | 75.8%+16.5pp | 83.0%+9.3pp |
| Annual return | 8.01% | 15.14%-7.1pp | 17.11%-9.1pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,629 | $4,869-46.0% | $3,715-29.2% | $4,869-46.0% |
| Participant deferral / active EE | $3,757 | $6,598-43.1% | $5,696-34.0% | $5,287-28.9% |
| Admin fee / account holder | $1,339 | $7,493-82.1% | $5,517-75.7% | $10,133-86.8% |