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 | $52,660 | $88,707-40.6% | $74,184-29.0% | $273,972-80.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.40% | 11.94%-5.5pp | 17.74%-11.3pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,517 | $3,159-52.0% | $2,370-36.0% | $4,869-68.8% |
| Participant deferral / active EE | $2,598 | $4,212-38.3% | $3,550-26.8% | $5,287-50.9% |
| Admin fee / account holder | $9,706 | $8,717+11.4% | $5,586+73.8% | $10,133-4.2% |