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 | $18,062 | $96,558-81.3% | $80,977-77.7% | $273,972-93.4% |
| Participation rate | 93.8% | 79.1%+14.7pp | 75.8%+17.9pp | 83.0%+10.7pp |
| Annual return | 23.51% | 15.14%+8.4pp | 17.11%+6.4pp | 41.46%-17.9pp |
| Employer contribution / active EE | $4,158 | $4,869-14.6% | $3,715+11.9% | $4,869-14.6% |
| Participant deferral / active EE | $9,559 | $6,598+44.9% | $5,696+67.8% | $5,287+80.8% |
| Admin fee / account holder | $1,015 | $7,493-86.4% | $5,517-81.6% | $10,133-90.0% |