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 | $59,020 | $95,404-38.1% | $113,397-48.0% | $82,637-28.6% |
| Participation rate | 80.6% | 72.8%+7.7pp | 76.5%+4.1pp | 68.1%+12.5pp |
| Annual return | 12.91% | 19.08%-6.2pp | 23.20%-10.3pp | 53.51%-40.6pp |
| Employer contribution / active EE | $743 | $2,307-67.8% | $2,977-75.1% | $2,552-70.9% |
| Participant deferral / active EE | $2,863 | $4,220-32.1% | $5,076-43.6% | $4,126-30.6% |
| Admin fee / account holder | $1,772 | $9,168-80.7% | $11,957-85.2% | $7,339-75.9% |