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 | $30,207 | $67,606-55.3% | $82,313-63.3% | $70,124-56.9% |
| Participation rate | 96.1% | 72.8%+23.3pp | 76.9%+19.2pp | 69.5%+26.5pp |
| Annual return | 12.85% | 21.57%-8.7pp | 25.88%-13.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $953 | $1,755-45.7% | $2,428-60.8% | $2,342-59.3% |
| Participant deferral / active EE | $2,123 | $2,987-28.9% | $3,706-42.7% | $3,332-36.3% |
| Admin fee / account holder | $2,712 | $4,512-39.9% | $5,608-51.6% | $4,645-41.6% |