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 | $62,072 | $43,338+43.2% | $59,887+3.6% | $64,173-3.3% |
| Participation rate | 85.5% | 69.2%+16.3pp | 74.7%+10.8pp | 69.6%+15.9pp |
| Annual return | 0.92% | -1.55%+2.5pp | 3.46%-2.5pp | 7.63%-6.7pp |
| Employer contribution / active EE | $1,813 | $2,030-10.7% | $2,722-33.4% | $2,381-23.9% |
| Participant deferral / active EE | $2,783 | $2,547+9.2% | $3,402-18.2% | $3,470-19.8% |
| Admin fee / account holder | $4,288 | $3,007+42.6% | $3,591+19.4% | $4,887-12.3% |