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 | $58,834 | $138,366-57.5% | $184,185-68.1% | $80,911-27.3% |
| Participation rate | 76.0% | 83.9%-7.9pp | 86.8%-10.8pp | 67.6%+8.4pp |
| Annual return | 22.63% | 20.02%+2.6pp | 28.81%-6.2pp | 35.63%-13.0pp |
| Employer contribution / active EE | $1,767 | $4,849-63.5% | $6,426-72.5% | $2,756-35.9% |
| Participant deferral / active EE | $6,402 | $7,074-9.5% | $9,132-29.9% | $4,297+49.0% |
| Admin fee / account holder | $2,590 | $10,484-75.3% | $13,909-81.4% | $6,935-62.7% |