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 | $24,640 | $81,276-69.7% | $155,574-84.2% | $80,925-69.6% |
| Participation rate | 70.1% | 66.2%+3.9pp | 78.2%-8.1pp | 67.7%+2.5pp |
| Annual return | 14.10% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $3,037 | $3,103-2.1% | $4,676-35.0% | $2,756+10.2% |
| Participant deferral / active EE | $4,776 | $3,453+38.3% | $5,629-15.2% | $4,299+11.1% |
| Admin fee / account holder | $3,285 | $7,993-58.9% | $15,914-79.4% | $6,940-52.7% |