Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,338 | $81,476-65.2% | $102,383-72.3% | $80,925-65.0% |
| Participation rate | 88.2% | 66.8%+21.4pp | 74.5%+13.7pp | 67.7%+20.6pp |
| Annual return | 12.62% | 25.59%-13.0pp | 24.94%-12.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,989 | $3,105-35.9% | $3,870-48.6% | $2,756-27.8% |
| Participant deferral / active EE | $3,691 | $3,871-4.7% | $5,060-27.1% | $4,299-14.1% |
| Admin fee / account holder | $1,654 | $6,717-75.4% | $8,391-80.3% | $6,940-76.2% |