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 | $22,841 | $93,598-75.6% | $135,974-83.2% | $75,173-69.6% |
| Participation rate | 79.4% | 75.2%+4.2pp | 81.9%-2.5pp | 67.2%+12.2pp |
| Annual return | 15.72% | 30.89%-15.2pp | 68.30%-52.6pp | 160.72%-145.0pp |
| Employer contribution / active EE | $1,376 | $3,538-61.1% | $4,859-71.7% | $2,671-48.5% |
| Participant deferral / active EE | $5,343 | $6,405-16.6% | $7,760-31.2% | $4,126+29.5% |
| Admin fee / account holder | $2,480 | $6,978-64.5% | $10,767-77.0% | $5,651-56.1% |