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 | $5,919 | $16,790-64.7% | $64,489-90.8% | $67,986-91.3% |
| Participation rate | 86.4% | 62.4%+24.0pp | 67.7%+18.7pp | 57.2%+29.2pp |
| Annual return | 22.81% | 30.55%-7.7pp | 55.03%-32.2pp | 31.67%-8.9pp |
| Employer contribution / active EE | $787 | $648+21.6% | $1,523-48.3% | $2,019-61.0% |
| Participant deferral / active EE | $1,763 | $1,510+16.7% | $2,778-36.5% | $3,358-47.5% |
| Admin fee / account holder | $637 | $1,690-62.3% | $4,260-85.0% | $3,203-80.1% |