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 | $24,112 | $65,367-63.1% | $92,915-74.0% | $72,976-67.0% |
| Participation rate | 77.0% | 68.3%+8.7pp | 76.0%+1.0pp | 69.5%+7.6pp |
| Annual return | 19.53% | 42.11%-22.6pp | 109.45%-89.9pp | 81.02%-61.5pp |
| Employer contribution / active EE | $1,332 | $2,594-48.6% | $3,653-63.5% | $2,440-45.4% |
| Participant deferral / active EE | $1,562 | $3,128-50.1% | $4,238-63.2% | $3,608-56.7% |
| Admin fee / account holder | $570 | $4,251-86.6% | $5,796-90.2% | $5,124-88.9% |