Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,824 | $57,073-75.8% | $85,126-83.8% | $80,925-82.9% |
| Participation rate | 97.2% | 56.4%+40.8pp | 67.5%+29.7pp | 67.7%+29.6pp |
| Annual return | 11.61% | 21.69%-10.1pp | 66.63%-55.0pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,287 | $1,801-28.5% | $2,731-52.9% | $2,756-53.3% |
| Participant deferral / active EE | $3,073 | $3,113-1.3% | $4,523-32.1% | $4,299-28.5% |
| Admin fee / account holder | $452 | $4,988-90.9% | $6,160-92.7% | $6,940-93.5% |