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 | $64,543 | $76,551-15.7% | $123,894-47.9% | $62,881+2.6% |
| Participation rate | 74.1% | 73.0%+1.1pp | 81.4%-7.3pp | 69.3%+4.8pp |
| Annual return | 6.20% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,392 | $2,882-51.7% | $4,617-69.8% | $2,281-39.0% |
| Participant deferral / active EE | $6,158 | $4,840+27.2% | $5,984+2.9% | $3,203+92.3% |
| Admin fee / account holder | $905 | $4,826-81.3% | $8,357-89.2% | $4,296-78.9% |