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 | $77,814-62.8% | $158,223-81.7% | $86,983-66.7% |
| Participation rate | 93.3% | 68.4%+24.9pp | 79.2%+14.1pp | 69.5%+23.8pp |
| Annual return | 21.83% | 30.54%-8.7pp | 52.09%-30.3pp | 25.83%-4.0pp |
| Employer contribution / active EE | $2,430 | $2,592-6.3% | $4,109-40.9% | $2,584-6.0% |
| Participant deferral / active EE | $5,447 | $3,270+66.6% | $5,467-0.4% | $4,194+29.9% |
| Admin fee / account holder | $683 | $5,879-88.4% | $16,047-95.7% | $7,856-91.3% |