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 | $21,890 | $72,273-69.7% | $101,275-78.4% | $79,856-72.6% |
| Participation rate | 84.4% | 68.5%+15.9pp | 75.8%+8.6pp | 69.6%+14.7pp |
| Annual return | 12.77% | 22.30%-9.5pp | 46.48%-33.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $880 | $2,691-67.3% | $3,660-76.0% | $2,471-64.4% |
| Participant deferral / active EE | $3,856 | $3,282+17.5% | $4,371-11.8% | $3,741+3.1% |
| Admin fee / account holder | $694 | $4,401-84.2% | $5,948-88.3% | $5,306-86.9% |