Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,747 | $81,276-69.6% | $155,574-84.1% | $80,925-69.4% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 16.63% | 33.36%-16.7pp | 64.87%-48.2pp | 35.65%-19.0pp |
| Employer contribution / active EE | $1,898 | $3,103-38.8% | $4,676-59.4% | $2,756-31.1% |
| Participant deferral / active EE | $2,426 | $3,453-29.7% | $5,629-56.9% | $4,299-43.6% |
| Admin fee / account holder | $823 | $7,993-89.7% | $15,914-94.8% | $6,940-88.1% |