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 | $45,425 | $58,828-22.8% | $78,002-41.8% | $62,881-27.8% |
| Participation rate | 83.3% | 71.1%+12.3pp | 75.5%+7.8pp | 69.3%+14.0pp |
| Annual return | 9.32% | 17.16%-7.8pp | 425.99%-416.7pp | 20.14%-10.8pp |
| Employer contribution / active EE | $597 | $1,672-64.3% | $2,470-75.9% | $2,281-73.8% |
| Participant deferral / active EE | $4,031 | $2,686+50.1% | $3,497+15.3% | $3,203+25.9% |
| Admin fee / account holder | $2,171 | $4,393-50.6% | $5,481-60.4% | $4,296-49.5% |