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 | $29,028 | $59,804-51.5% | $81,982-64.6% | $79,856-63.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 13.94% | 17.56%-3.6pp | 41.31%-27.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,141 | $1,713-33.4% | $2,498-54.3% | $2,471-53.8% |
| Participant deferral / active EE | $2,426 | $2,695-10.0% | $3,722-34.8% | $3,741-35.1% |
| Admin fee / account holder | $1,304 | $4,288-69.6% | $5,665-77.0% | $5,306-75.4% |