Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,488 | $81,262-52.6% | $155,602-75.3% | $80,911-52.4% |
| Participation rate | 71.0% | 66.2%+4.7pp | 78.2%-7.2pp | 67.6%+3.3pp |
| Annual return | 20.61% | 33.34%-12.7pp | 64.81%-44.2pp | 35.63%-15.0pp |
| Employer contribution / active EE | $715 | $3,102-77.0% | $4,675-84.7% | $2,756-74.1% |
| Participant deferral / active EE | $4,500 | $3,451+30.4% | $5,629-20.0% | $4,297+4.7% |
| Admin fee / account holder | $1,590 | $7,992-80.1% | $15,923-90.0% | $6,935-77.1% |