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 | $60,421 | $93,064-35.1% | $74,577-19.0% | $273,972-77.9% |
| Participation rate | 70.8% | 74.9%-4.1pp | 68.1%+2.7pp | 83.0%-12.2pp |
| Annual return | 7.00% | 26.18%-19.2pp | 20.47%-13.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,777 | $3,160-43.8% | $2,525-29.6% | $4,869-63.5% |
| Participant deferral / active EE | $3,304 | $4,160-20.6% | $3,458-4.5% | $5,287-37.5% |
| Admin fee / account holder | $2,266 | $5,273-57.0% | $4,138-45.2% | $10,133-77.6% |