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 | $31,873 | $75,541-57.8% | $152,093-79.0% | $82,637-61.4% |
| Participation rate | 82.7% | 66.5%+16.2pp | 77.8%+4.9pp | 68.1%+14.6pp |
| Annual return | 16.09% | 32.56%-16.5pp | 66.36%-50.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,902 | $2,622-27.5% | $4,175-54.4% | $2,552-25.5% |
| Participant deferral / active EE | $3,459 | $3,206+7.9% | $5,451-36.5% | $4,126-16.2% |
| Admin fee / account holder | $3,788 | $6,405-40.9% | $14,497-73.9% | $7,339-48.4% |