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 | $44,952 | $59,839-24.9% | $81,991-45.2% | $79,852-43.7% |
| Participation rate | 75.4% | 61.6%+13.8pp | 69.3%+6.2pp | 69.6%+5.8pp |
| Annual return | 13.13% | 17.56%-4.4pp | 41.31%-28.2pp | 31.72%-18.6pp |
| Employer contribution / active EE | $1,114 | $1,713-35.0% | $2,498-55.4% | $2,471-54.9% |
| Participant deferral / active EE | $1,817 | $2,695-32.6% | $3,722-51.2% | $3,740-51.4% |
| Admin fee / account holder | $2,155 | $4,287-49.7% | $5,665-62.0% | $5,306-59.4% |