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 | $61,479 | $105,623-41.8% | $87,502-29.7% | $273,972-77.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 73.8%+11.9pp | 83.0%+2.7pp |
| Annual return | 5.59% | 12.26%-6.7pp | 12.21%-6.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $342 | $3,141-89.1% | $2,550-86.6% | $4,869-93.0% |
| Participant deferral / active EE | $3,416 | $3,601-5.1% | $3,149+8.5% | $5,287-35.4% |
| Admin fee / account holder | $7,691 | $4,781+60.9% | $4,221+82.2% | $10,133-24.1% |