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 | $23,624 | $45,050-47.6% | $63,018-62.5% | $70,126-66.3% |
| Participation rate | 95.6% | 69.5%+26.1pp | 74.8%+20.8pp | 69.5%+26.0pp |
| Annual return | 11.59% | 18.76%-7.2pp | 87.62%-76.0pp | 73.15%-61.6pp |
| Employer contribution / active EE | $3,311 | $2,052+61.4% | $2,761+19.9% | $2,343+41.4% |
| Participant deferral / active EE | $3,760 | $2,466+52.5% | $3,330+12.9% | $3,332+12.9% |
| Admin fee / account holder | $462 | $2,834-83.7% | $3,601-87.2% | $4,645-90.1% |