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 | $24,094 | $76,551-68.5% | $123,894-80.6% | $62,881-61.7% |
| Participation rate | 88.6% | 73.0%+15.6pp | 81.4%+7.2pp | 69.3%+19.3pp |
| Annual return | 8.40% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,831 | $2,882-36.5% | $4,617-60.3% | $2,281-19.7% |
| Participant deferral / active EE | $4,706 | $4,840-2.8% | $5,984-21.4% | $3,203+46.9% |
| Admin fee / account holder | $1,415 | $4,826-70.7% | $8,357-83.1% | $4,296-67.1% |