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 | $18,070 | $48,078-62.4% | $78,676-77.0% | $62,881-71.3% |
| Participation rate | 97.9% | 65.2%+32.7pp | 73.6%+24.3pp | 69.3%+28.6pp |
| Annual return | 5.12% | 31.36%-26.2pp | 62.19%-57.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,831 | $2,015+40.5% | $2,850-0.7% | $2,281+24.1% |
| Participant deferral / active EE | $1,382 | $2,587-46.6% | $3,517-60.7% | $3,203-56.8% |
| Admin fee / account holder | $646 | $3,206-79.9% | $4,510-85.7% | $4,296-85.0% |