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 | $41,182 | $65,246-36.9% | $98,716-58.3% | $67,986-39.4% |
| Participation rate | 86.8% | 51.4%+35.4pp | 69.3%+17.5pp | 57.2%+29.6pp |
| Annual return | 17.41% | 20.58%-3.2pp | 31.81%-14.4pp | 31.67%-14.3pp |
| Employer contribution / active EE | $1,791 | $1,042+71.9% | $2,279-21.4% | $2,019-11.3% |
| Participant deferral / active EE | $3,569 | $2,594+37.6% | $4,048-11.8% | $3,358+6.3% |
| Admin fee / account holder | $1,196 | $4,561-73.8% | $8,703-86.3% | $3,203-62.7% |