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 | $43,928 | $81,504-46.1% | $102,437-57.1% | $80,959-45.7% |
| Participation rate | 76.2% | 66.9%+9.3pp | 74.5%+1.7pp | 67.7%+8.5pp |
| Annual return | 13.07% | 25.60%-12.5pp | 24.95%-11.9pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,751 | $3,104-43.6% | $3,871-54.8% | $2,757-36.5% |
| Participant deferral / active EE | $5,082 | $3,871+31.3% | $5,060+0.4% | $4,300+18.2% |
| Admin fee / account holder | $463 | $6,719-93.1% | $8,388-94.5% | $6,925-93.3% |