Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,770 | $81,331-65.9% | $155,534-82.1% | $80,935-65.7% |
| Participation rate | 75.0% | 66.3%+8.7pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 13.67% | 33.37%-19.7pp | 64.92%-51.2pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,259 | $3,105-59.4% | $4,675-73.1% | $2,757-54.3% |
| Participant deferral / active EE | $2,106 | $3,454-39.0% | $5,630-62.6% | $4,299-51.0% |
| Admin fee / account holder | $427 | $7,999-94.7% | $15,900-97.3% | $6,924-93.8% |