Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,992 | $63,845-67.1% | $81,370-74.2% | $80,959-74.1% |
| Participation rate | 85.3% | 63.9%+21.4pp | 69.5%+15.8pp | 67.7%+17.6pp |
| Annual return | 22.05% | 16.37%+5.7pp | 24.85%-2.8pp | 35.67%-13.6pp |
| Employer contribution / active EE | $1,520 | $1,980-23.2% | $2,464-38.3% | $2,757-44.9% |
| Participant deferral / active EE | $2,155 | $3,093-30.3% | $3,885-44.5% | $4,300-49.9% |
| Admin fee / account holder | $795 | $5,688-86.0% | $5,749-86.2% | $6,925-88.5% |