Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $81,457-70.1% | $103,378-76.5% | $80,911-69.9% |
| Participation rate | 87.2% | 66.8%+20.3pp | 74.5%+12.7pp | 67.6%+19.5pp |
| Annual return | 12.20% | 25.58%-13.4pp | 24.91%-12.7pp | 35.63%-23.4pp |
| Employer contribution / active EE | $2,393 | $3,107-23.0% | $3,870-38.2% | $2,756-13.1% |
| Participant deferral / active EE | $4,119 | $3,871+6.4% | $5,058-18.6% | $4,297-4.2% |
| Admin fee / account holder | $2,320 | $6,717-65.5% | $8,401-72.4% | $6,935-66.6% |