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 | $34,122 | $93,598-63.5% | $135,974-74.9% | $75,173-54.6% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 19.54% | 30.89%-11.3pp | 68.30%-48.8pp | 160.72%-141.2pp |
| Employer contribution / active EE | $3,704 | $3,538+4.7% | $4,859-23.8% | $2,671+38.7% |
| Participant deferral / active EE | $10,031 | $6,405+56.6% | $7,760+29.3% | $4,126+143.1% |
| Admin fee / account holder | $2,143 | $6,978-69.3% | $10,767-80.1% | $5,651-62.1% |