Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $51,455 | $108,825-52.7% | $156,181-67.1% | $82,448-37.6% |
| Participation rate | 81.8% | 72.4%+9.5pp | 78.8%+3.0pp | 68.1%+13.8pp |
| Annual return | 23.14% | 20.59%+2.5pp | 64.87%-41.7pp | 41.64%-18.5pp |
| Employer contribution / active EE | $1,162 | $2,870-59.5% | $4,294-72.9% | $2,551-54.5% |
| Participant deferral / active EE | $2,535 | $4,577-44.6% | $6,132-58.7% | $4,139-38.8% |
| Admin fee / account holder | $845 | $9,341-90.9% | $14,586-94.2% | $7,234-88.3% |