Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,414 | $81,358-66.3% | $155,556-82.4% | $80,959-66.1% |
| Participation rate | 87.8% | 66.3%+21.5pp | 78.2%+9.6pp | 67.7%+20.1pp |
| Annual return | 21.63% | 33.39%-11.8pp | 64.84%-43.2pp | 35.67%-14.0pp |
| Employer contribution / active EE | $1,608 | $3,106-48.2% | $4,675-65.6% | $2,757-41.7% |
| Participant deferral / active EE | $1,655 | $3,455-52.1% | $5,631-70.6% | $4,300-61.5% |
| Admin fee / account holder | $1,283 | $7,994-84.0% | $15,885-91.9% | $6,925-81.5% |