Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,607 | $77,358-60.4% | $102,184-70.0% | $87,485-65.0% |
| Participation rate | 94.6% | 78.7%+15.9pp | 82.6%+12.0pp | 68.9%+25.7pp |
| Annual return | 19.37% | 41.11%-21.7pp | 31.58%-12.2pp | 26.06%-6.7pp |
| Employer contribution / active EE | $780 | $2,562-69.6% | $3,594-78.3% | $2,596-70.0% |
| Participant deferral / active EE | $4,422 | $6,753-34.5% | $8,309-46.8% | $4,274+3.5% |
| Admin fee / account holder | $1,172 | $6,809-82.8% | $11,609-89.9% | $7,775-84.9% |