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 | $13,477 | $87,166-84.5% | $76,735-82.4% | $137,256-90.2% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.5%+1.9pp | 80.0%-8.5pp |
| Annual return | 38.80% | 26.50%+12.3pp | 29.77%+9.0pp | 220.34%-181.5pp |
| Employer contribution / active EE | $1,639 | $2,904-43.6% | $2,454-33.2% | $4,156-60.6% |
| Participant deferral / active EE | $2,228 | $4,726-52.9% | $4,088-45.5% | $6,407-65.2% |
| Admin fee / account holder | $1,224 | $8,403-85.4% | $7,189-83.0% | $12,270-90.0% |