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 | $53,644 | $77,574-30.8% | $108,753-50.7% | $86,983-38.3% |
| Participation rate | 94.0% | 62.3%+31.8pp | 71.1%+23.0pp | 69.5%+24.5pp |
| Annual return | 12.96% | 18.42%-5.5pp | 37.47%-24.5pp | 25.83%-12.9pp |
| Employer contribution / active EE | $606 | $1,611-62.4% | $2,427-75.0% | $2,584-76.6% |
| Participant deferral / active EE | $5,477 | $3,128+75.1% | $4,115+33.1% | $4,194+30.6% |
| Admin fee / account holder | $4,928 | $6,529-24.5% | $10,320-52.2% | $7,856-37.3% |