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 | $39,804 | $77,814-48.8% | $158,223-74.8% | $86,983-54.2% |
| Participation rate | 82.6% | 68.4%+14.2pp | 79.2%+3.4pp | 69.5%+13.1pp |
| Annual return | 13.57% | 30.54%-17.0pp | 52.09%-38.5pp | 25.83%-12.3pp |
| Employer contribution / active EE | $1,783 | $2,592-31.2% | $4,109-56.6% | $2,584-31.0% |
| Participant deferral / active EE | $3,374 | $3,270+3.2% | $5,467-38.3% | $4,194-19.5% |
| Admin fee / account holder | $1,633 | $5,879-72.2% | $16,047-89.8% | $7,856-79.2% |