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 | $41,464 | $67,411-38.5% | $91,004-54.4% | $70,131-40.9% |
| Participation rate | 85.1% | 71.4%+13.7pp | 75.6%+9.5pp | 69.5%+15.5pp |
| Annual return | 19.69% | -40.16%+59.9pp | 4.60%+15.1pp | 73.14%-53.5pp |
| Employer contribution / active EE | $832 | $1,786-53.4% | $2,456-66.1% | $2,342-64.5% |
| Participant deferral / active EE | $2,074 | $2,823-26.5% | $3,548-41.5% | $3,332-37.8% |
| Admin fee / account holder | $642 | $4,236-84.8% | $5,417-88.1% | $4,645-86.2% |