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 | $41,024 | $73,787-44.4% | $98,716-58.4% | $82,448-50.2% |
| Participation rate | 74.3% | 61.4%+12.9pp | 69.3%+5.0pp | 68.1%+6.2pp |
| Annual return | 17.43% | 18.57%-1.1pp | 31.81%-14.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,619 | $1,511+7.1% | $2,279-29.0% | $2,551-36.5% |
| Participant deferral / active EE | $4,573 | $3,081+48.4% | $4,048+13.0% | $4,139+10.5% |
| Admin fee / account holder | $1,134 | $6,500-82.6% | $8,703-87.0% | $7,234-84.3% |