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 | $30,203 | $54,162-44.2% | $68,612-56.0% | $64,173-52.9% |
| Participation rate | 89.3% | 68.1%+21.2pp | 72.2%+17.0pp | 69.6%+19.7pp |
| Annual return | 31.15% | -1.62%+32.8pp | -4.63%+35.8pp | 7.63%+23.5pp |
| Employer contribution / active EE | $3,819 | $1,846+106.9% | $2,625+45.5% | $2,381+60.4% |
| Participant deferral / active EE | $4,489 | $2,626+70.9% | $3,311+35.6% | $3,470+29.4% |
| Admin fee / account holder | $1,948 | $4,029-51.6% | $5,131-62.0% | $4,887-60.1% |