Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $45,934 | $71,057-35.4% | $93,654-51.0% | $80,874-43.2% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.6%+17.0pp |
| Annual return | 11.27% | 11.26%0pp | 133.34%-122.1pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,450 | $1,564-7.3% | $2,421-40.1% | $2,756-47.4% |
| Participant deferral / active EE | $4,039 | $4,034+0.1% | $4,413-8.5% | $4,297-6.0% |
| Admin fee / account holder | $1,888 | $6,944-72.8% | $8,282-77.2% | $6,935-72.8% |