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 | $15,091 | $43,344-65.2% | $59,899-74.8% | $64,173-76.5% |
| Participation rate | 88.7% | 69.2%+19.5pp | 74.7%+14.0pp | 69.6%+19.1pp |
| Annual return | 2.24% | -1.55%+3.8pp | 3.46%-1.2pp | 7.63%-5.4pp |
| Employer contribution / active EE | $619 | $2,030-69.5% | $2,723-77.3% | $2,381-74.0% |
| Participant deferral / active EE | $1,232 | $2,547-51.6% | $3,402-63.8% | $3,470-64.5% |
| Admin fee / account holder | $2,253 | $3,008-25.1% | $3,592-37.3% | $4,887-53.9% |