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 | $40,251 | $106,749-62.3% | $145,433-72.3% | $82,448-51.2% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.1%+14.3pp | 68.1%+28.4pp |
| Annual return | 18.27% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,697 | $3,444-50.7% | $4,554-62.7% | $2,551-33.5% |
| Participant deferral / active EE | $3,569 | $6,519-45.2% | $7,897-54.8% | $4,139-13.8% |
| Admin fee / account holder | $1,741 | $8,390-79.3% | $13,129-86.7% | $7,234-75.9% |