Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,005 | $70,486-70.2% | $100,535-79.1% | $79,856-73.7% |
| Participation rate | 92.0% | 73.6%+18.4pp | 79.4%+12.6pp | 69.6%+22.4pp |
| Annual return | 23.07% | 21.90%+1.2pp | 30.90%-7.8pp | 31.71%-8.6pp |
| Employer contribution / active EE | $2,861 | $2,165+32.2% | $3,419-16.3% | $2,471+15.8% |
| Participant deferral / active EE | $4,131 | $5,182-20.3% | $6,271-34.1% | $3,741+10.4% |
| Admin fee / account holder | $303 | $4,480-93.2% | $8,085-96.3% | $5,306-94.3% |