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 | $44,247 | $97,550-54.6% | $120,344-63.2% | $87,485-49.4% |
| Participation rate | 92.2% | 72.8%+19.3pp | 76.7%+15.4pp | 68.9%+23.2pp |
| Annual return | 18.79% | 18.41%+0.4pp | 20.30%-1.5pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,691 | $4,230+129.1% | $5,135+88.7% | $4,274+126.8% |
| Admin fee / account holder | $2,073 | $9,543-78.3% | $12,742-83.7% | $7,775-73.3% |