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 | $33,386 | $87,060-61.7% | $105,591-68.4% | $80,911-58.7% |
| Participation rate | 97.6% | 70.4%+27.2pp | 75.3%+22.3pp | 67.6%+30.0pp |
| Annual return | 10.75% | 17.05%-6.3pp | 116.43%-105.7pp | 35.63%-24.9pp |
| Employer contribution / active EE | $1,545 | $2,396-35.5% | $3,166-51.2% | $2,756-44.0% |
| Participant deferral / active EE | $4,382 | $3,986+9.9% | $5,008-12.5% | $4,297+2.0% |
| Admin fee / account holder | $1,975 | $8,442-76.6% | $11,024-82.1% | $6,935-71.5% |