Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,554 | $86,940-53.4% | $102,434-60.4% | $80,935-49.9% |
| Participation rate | 88.0% | 72.4%+15.6pp | 76.5%+11.5pp | 67.7%+20.3pp |
| Annual return | 18.45% | 18.89%-0.4pp | 29.46%-11.0pp | 35.66%-17.2pp |
| Employer contribution / active EE | $1,554 | $2,370-34.4% | $3,023-48.6% | $2,757-43.6% |
| Participant deferral / active EE | $2,079 | $4,121-49.5% | $5,055-58.9% | $4,299-51.6% |
| Admin fee / account holder | $401 | $8,047-95.0% | $9,462-95.8% | $6,924-94.2% |