Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,650 | $80,983-54.7% | $96,544-62.0% | $75,177-51.2% |
| Participation rate | 92.1% | 71.8%+20.3pp | 76.0%+16.1pp | 67.2%+24.9pp |
| Annual return | 15.77% | 27.05%-11.3pp | 25.88%-10.1pp | 160.75%-145.0pp |
| Employer contribution / active EE | $669 | $2,282-70.7% | $2,966-77.5% | $2,671-75.0% |
| Participant deferral / active EE | $3,804 | $3,929-3.2% | $4,851-21.6% | $4,126-7.8% |
| Admin fee / account holder | $2,650 | $6,717-60.5% | $8,254-67.9% | $5,651-53.1% |