Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,134 | $58,627-74.2% | $76,735-80.3% | $82,448-81.6% |
| Participation rate | 90.3% | 63.2%+27.1pp | 69.5%+20.8pp | 68.1%+22.3pp |
| Annual return | 26.22% | 39.10%-12.9pp | 29.77%-3.5pp | 41.64%-15.4pp |
| Employer contribution / active EE | $2,730 | $1,729+57.9% | $2,454+11.2% | $2,551+7.0% |
| Participant deferral / active EE | $4,236 | $3,134+35.2% | $4,088+3.6% | $4,139+2.3% |
| Admin fee / account holder | $2,380 | $5,323-55.3% | $7,189-66.9% | $7,234-67.1% |