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 | $34,692 | $78,690-55.9% | $161,489-78.5% | $87,485-60.3% |
| Participation rate | 97.4% | 67.5%+29.9pp | 78.7%+18.7pp | 68.9%+28.5pp |
| Annual return | 14.74% | 32.74%-18.0pp | 89.72%-75.0pp | 26.06%-11.3pp |
| Employer contribution / active EE | $3,134 | $2,588+21.1% | $4,268-26.6% | $2,596+20.7% |
| Participant deferral / active EE | $1,738 | $3,311-47.5% | $5,630-69.1% | $4,274-59.3% |
| Admin fee / account holder | $1,663 | $6,724-75.3% | $16,006-89.6% | $7,775-78.6% |