Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,782 | $76,407-62.3% | $150,298-80.8% | $82,448-65.1% |
| Participation rate | 75.7% | 66.4%+9.3pp | 77.8%-2.0pp | 68.1%+7.6pp |
| Annual return | 15.91% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $675 | $2,614-74.2% | $4,154-83.7% | $2,551-73.5% |
| Participant deferral / active EE | $3,279 | $3,214+2.0% | $5,453-39.9% | $4,139-20.8% |
| Admin fee / account holder | $2,102 | $6,352-66.9% | $14,116-85.1% | $7,234-70.9% |