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 | $30,766 | $75,541-59.3% | $152,093-79.8% | $82,637-62.8% |
| Participation rate | 97.0% | 66.5%+30.4pp | 77.8%+19.2pp | 68.1%+28.9pp |
| Annual return | 23.94% | 32.56%-8.6pp | 66.36%-42.4pp | 53.51%-29.6pp |
| Employer contribution / active EE | $2,433 | $2,622-7.2% | $4,175-41.7% | $2,552-4.7% |
| Participant deferral / active EE | $4,236 | $3,206+32.1% | $5,451-22.3% | $4,126+2.7% |
| Admin fee / account holder | $425 | $6,405-93.4% | $14,497-97.1% | $7,339-94.2% |