Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,058 | $36,948-91.7% | $73,658-95.8% | $87,485-96.5% |
| Participation rate | 76.1% | 46.8%+29.3pp | 57.0%+19.0pp | 68.9%+7.2pp |
| Annual return | 27.67% | 28.64%-1.0pp | 29.72%-2.1pp | 26.06%+1.6pp |
| Employer contribution / active EE | $483 | $670-27.9% | $1,032-53.2% | $2,596-81.4% |
| Participant deferral / active EE | $831 | $1,379-39.7% | $2,062-59.7% | $4,274-80.6% |
| Admin fee / account holder | $502 | $2,531-80.2% | $3,357-85.0% | $7,775-93.5% |