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 | $41,533 | $81,476-49.0% | $102,383-59.4% | $80,925-48.7% |
| Participation rate | 93.6% | 66.8%+26.8pp | 74.5%+19.1pp | 67.7%+26.0pp |
| Annual return | 10.87% | 25.59%-14.7pp | 24.94%-14.1pp | 35.65%-24.8pp |
| Employer contribution / active EE | $2,073 | $3,105-33.2% | $3,870-46.4% | $2,756-24.8% |
| Participant deferral / active EE | $1,894 | $3,871-51.1% | $5,060-62.6% | $4,299-55.9% |
| Admin fee / account holder | $1,833 | $6,717-72.7% | $8,391-78.2% | $6,940-73.6% |