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 | $44,251 | $84,953-47.9% | $163,379-72.9% | $82,637-46.5% |
| Participation rate | 84.2% | 65.9%+18.3pp | 76.8%+7.4pp | 68.1%+16.2pp |
| Annual return | 17.30% | 23.07%-5.8pp | 63.41%-46.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,595 | $2,183-26.9% | $3,752-57.5% | $2,552-37.5% |
| Participant deferral / active EE | $3,020 | $4,326-30.2% | $6,282-51.9% | $4,126-26.8% |
| Admin fee / account holder | $3,190 | $7,921-59.7% | $9,818-67.5% | $7,339-56.5% |