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 | $39,150 | $81,487-52.0% | $102,412-61.8% | $80,935-51.6% |
| Participation rate | 93.9% | 66.8%+27.1pp | 74.5%+19.4pp | 67.7%+26.3pp |
| Annual return | 12.93% | 25.60%-12.7pp | 24.94%-12.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $2,520 | $3,103-18.8% | $3,870-34.9% | $2,757-8.6% |
| Participant deferral / active EE | $3,414 | $3,871-11.8% | $5,060-32.5% | $4,299-20.6% |
| Admin fee / account holder | $1,324 | $6,717-80.3% | $8,388-84.2% | $6,924-80.9% |