Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $44,537 | $138,393-67.8% | $184,256-75.8% | $80,959-45.0% |
| Participation rate | 71.9% | 83.9%-12.0pp | 86.8%-15.0pp | 67.7%+4.2pp |
| Annual return | 14.60% | 20.01%-5.4pp | 28.85%-14.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,044 | $7,076+70.2% | $9,133+31.9% | $4,300+180.1% |
| Admin fee / account holder | $6,741 | $10,489-35.7% | $13,899-51.5% | $6,925-2.7% |