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 | $26,659 | $53,774-50.4% | $134,162-80.1% | $79,856-66.6% |
| Participation rate | 87.7% | 58.8%+28.9pp | 72.2%+15.5pp | 69.6%+18.1pp |
| Annual return | 15.09% | 19.01%-3.9pp | 36.35%-21.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,307 | $1,322-1.1% | $3,705-64.7% | $2,471-47.1% |
| Participant deferral / active EE | $3,047 | $2,420+25.9% | $3,500-12.9% | $3,741-18.5% |
| Admin fee / account holder | $1,887 | $3,985-52.7% | $6,685-71.8% | $5,306-64.4% |