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 | $36,893 | $45,050-18.1% | $63,018-41.5% | $70,126-47.4% |
| Participation rate | 96.0% | 69.5%+26.5pp | 74.8%+21.2pp | 69.5%+26.5pp |
| Annual return | 19.44% | 18.76%+0.7pp | 87.62%-68.2pp | 73.15%-53.7pp |
| Employer contribution / active EE | $1,671 | $2,052-18.6% | $2,761-39.5% | $2,343-28.7% |
| Participant deferral / active EE | $2,023 | $2,466-17.9% | $3,330-39.2% | $3,332-39.3% |
| Admin fee / account holder | $2,343 | $2,834-17.3% | $3,601-34.9% | $4,645-49.6% |