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 | $31,962 | $99,345-67.8% | $84,753-62.3% | $273,972-88.3% |
| Participation rate | 94.4% | 80.7%+13.7pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | 21.40% | 22.93%-1.5pp | 22.78%-1.4pp | 41.46%-20.1pp |
| Employer contribution / active EE | $2,933 | $4,214-30.4% | $3,574-17.9% | $4,869-39.8% |
| Participant deferral / active EE | $2,842 | $4,270-33.4% | $3,712-23.4% | $5,287-46.2% |
| Admin fee / account holder | $9,628 | $6,645+44.9% | $5,333+80.5% | $10,133-5.0% |