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 | $42,057 | $78,013-46.1% | $178,449-76.4% | $80,911-48.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.21% | 18.07%-5.9pp | 27.09%-14.9pp | 35.63%-23.4pp |
| Employer contribution / active EE | $2,756 | $2,287+20.5% | $3,951-30.2% | $2,7560% |
| Participant deferral / active EE | $2,028 | $4,408-54.0% | $6,277-67.7% | $4,297-52.8% |
| Admin fee / account holder | $323 | $7,166-95.5% | $10,362-96.9% | $6,935-95.3% |