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 | $27,948 | $65,364-57.2% | $92,909-69.9% | $72,975-61.7% |
| Participation rate | 95.0% | 68.3%+26.7pp | 76.0%+19.0pp | 69.5%+25.5pp |
| Annual return | 20.20% | 42.11%-21.9pp | 109.44%-89.2pp | 81.01%-60.8pp |
| Employer contribution / active EE | $2,220 | $2,594-14.4% | $3,653-39.2% | $2,440-9.0% |
| Participant deferral / active EE | $3,750 | $3,128+19.9% | $4,238-11.5% | $3,608+4.0% |
| Admin fee / account holder | $4,295 | $4,251+1.0% | $5,795-25.9% | $5,124-16.2% |