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 | $12,601 | $65,685-80.8% | $57,183-78.0% | $273,970-95.4% |
| Participation rate | 90.9% | 78.3%+12.6pp | 75.3%+15.6pp | 83.0%+7.9pp |
| Annual return | 3.77% | 21.99%-18.2pp | 14.59%-10.8pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,002 | $3,279-69.4% | $2,682-62.6% | $4,869-79.4% |
| Participant deferral / active EE | $704 | $3,781-81.4% | $3,096-77.3% | $5,287-86.7% |
| Admin fee / account holder | $325 | $4,835-93.3% | $3,139-89.7% | $10,132-96.8% |