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 | $24,572 | $78,013-68.5% | $178,449-86.2% | $80,911-69.6% |
| Participation rate | 79.4% | 65.7%+13.7pp | 77.1%+2.3pp | 67.6%+11.8pp |
| Annual return | 14.34% | 18.07%-3.7pp | 27.09%-12.7pp | 35.63%-21.3pp |
| Employer contribution / active EE | $4,558 | $2,287+99.3% | $3,951+15.4% | $2,756+65.4% |
| Participant deferral / active EE | $8,475 | $4,408+92.3% | $6,277+35.0% | $4,297+97.2% |
| Admin fee / account holder | $2,907 | $7,166-59.4% | $10,362-71.9% | $6,935-58.1% |