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 | $28,943 | $78,690-63.2% | $161,489-82.1% | $87,485-66.9% |
| Participation rate | 93.3% | 67.5%+25.9pp | 78.7%+14.6pp | 68.9%+24.4pp |
| Annual return | 21.83% | 32.74%-10.9pp | 89.72%-67.9pp | 26.06%-4.2pp |
| Employer contribution / active EE | $2,430 | $2,588-6.1% | $4,268-43.1% | $2,596-6.4% |
| Participant deferral / active EE | $5,447 | $3,311+64.5% | $5,630-3.2% | $4,274+27.5% |
| Admin fee / account holder | $683 | $6,724-89.8% | $16,006-95.7% | $7,775-91.2% |