Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,317 | $36,948-34.2% | $73,658-67.0% | $87,485-72.2% |
| Participation rate | 70.3% | 46.8%+23.5pp | 57.0%+13.2pp | 68.9%+1.3pp |
| Annual return | 19.70% | 28.64%-8.9pp | 29.72%-10.0pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,404 | $670+109.6% | $1,032+36.0% | $2,596-45.9% |
| Participant deferral / active EE | $2,659 | $1,379+92.8% | $2,062+29.0% | $4,274-37.8% |
| Admin fee / account holder | $746 | $2,531-70.5% | $3,357-77.8% | $7,775-90.4% |