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 | $69,192 | $93,064-25.7% | $74,577-7.2% | $273,972-74.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 12.60% | 26.18%-13.6pp | 20.47%-7.9pp | 41.46%-28.9pp |
| Employer contribution / active EE | $1,949 | $3,160-38.3% | $2,525-22.8% | $4,869-60.0% |
| Participant deferral / active EE | $5,315 | $4,160+27.7% | $3,458+53.7% | $5,287+0.5% |
| Admin fee / account holder | $1,697 | $5,273-67.8% | $4,138-59.0% | $10,133-83.3% |