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 | $34,772 | $72,486-52.0% | $87,103-60.1% | $72,976-52.4% |
| Participation rate | 98.4% | 72.8%+25.5pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | 23.66% | 24.46%-0.8pp | 28.19%-4.5pp | 81.02%-57.4pp |
| Employer contribution / active EE | $2,411 | $1,894+27.3% | $2,521-4.4% | $2,440-1.2% |
| Participant deferral / active EE | $1,936 | $3,270-40.8% | $4,049-52.2% | $3,608-46.3% |
| Admin fee / account holder | $1,088 | $5,055-78.5% | $7,491-85.5% | $5,124-78.8% |