Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,450 | $57,073-55.4% | $85,126-70.1% | $80,925-68.6% |
| Participation rate | 89.3% | 56.4%+32.9pp | 67.5%+21.8pp | 67.7%+21.6pp |
| Annual return | 12.45% | 21.69%-9.2pp | 66.63%-54.2pp | 35.65%-23.2pp |
| Employer contribution / active EE | $2,280 | $1,801+26.6% | $2,731-16.5% | $2,756-17.3% |
| Participant deferral / active EE | $2,767 | $3,113-11.1% | $4,523-38.8% | $4,299-35.6% |
| Admin fee / account holder | $1,333 | $4,988-73.3% | $6,160-78.4% | $6,940-80.8% |