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 | $42,476 | $93,064-54.4% | $74,577-43.0% | $273,972-84.5% |
| Participation rate | 90.5% | 74.9%+15.5pp | 68.1%+22.4pp | 83.0%+7.5pp |
| Annual return | 6.13% | 26.18%-20.0pp | 20.47%-14.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,237 | $3,160-29.2% | $2,525-11.4% | $4,869-54.1% |
| Participant deferral / active EE | $6,407 | $4,160+54.0% | $3,458+85.3% | $5,287+21.2% |
| Admin fee / account holder | $1,740 | $5,273-67.0% | $4,138-58.0% | $10,133-82.8% |