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 | $35,013 | $176,794-80.2% | $146,647-76.1% | $167,553-79.1% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 21.08% | 24.04%-3.0pp | 22.75%-1.7pp | 478.89%-457.8pp |
| Employer contribution / active EE | $1,828 | $5,161-64.6% | $4,137-55.8% | $4,840-62.2% |
| Participant deferral / active EE | $2,770 | $6,440-57.0% | $5,506-49.7% | $6,343-56.3% |
| Admin fee / account holder | $1,182 | $13,262-91.1% | $10,281-88.5% | $12,316-90.4% |