Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,242 | $75,541-48.1% | $152,093-74.2% | $82,637-52.5% |
| Participation rate | 88.5% | 66.5%+21.9pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 17.94% | 32.56%-14.6pp | 66.36%-48.4pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,694 | $2,622-35.4% | $4,175-59.4% | $2,552-33.6% |
| Participant deferral / active EE | $5,651 | $3,206+76.3% | $5,451+3.7% | $4,126+36.9% |
| Admin fee / account holder | $1,966 | $6,405-69.3% | $14,497-86.4% | $7,339-73.2% |