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 | $62,445 | $96,558-35.3% | $80,977-22.9% | $273,972-77.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 11.07% | 15.14%-4.1pp | 17.11%-6.0pp | 41.46%-30.4pp |
| Employer contribution / active EE | $3,702 | $4,869-24.0% | $3,715-0.3% | $4,869-24.0% |
| Participant deferral / active EE | $5,008 | $6,598-24.1% | $5,696-12.1% | $5,287-5.3% |
| Admin fee / account holder | $2,427 | $7,493-67.6% | $5,517-56.0% | $10,133-76.0% |