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 | $23,211 | $81,358-71.5% | $155,556-85.1% | $80,959-71.3% |
| Participation rate | 97.1% | 66.3%+30.8pp | 78.2%+18.8pp | 67.7%+29.4pp |
| Annual return | 15.96% | 33.39%-17.4pp | 64.84%-48.9pp | 35.67%-19.7pp |
| Employer contribution / active EE | $3,665 | $3,106+18.0% | $4,675-21.6% | $2,757+32.9% |
| Participant deferral / active EE | $3,975 | $3,455+15.0% | $5,631-29.4% | $4,300-7.6% |
| Admin fee / account holder | $555 | $7,994-93.1% | $15,885-96.5% | $6,925-92.0% |