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 | $31,973 | $72,177-55.7% | $115,038-72.2% | $59,633-46.4% |
| Participation rate | 75.6% | 72.6%+3.1pp | 81.4%-5.7pp | 68.7%+7.0pp |
| Annual return | 0.19% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $3,326 | $2,841+17.1% | $4,608-27.8% | $2,203+51.0% |
| Participant deferral / active EE | $6,215 | $4,783+29.9% | $6,026+3.1% | $3,192+94.7% |
| Admin fee / account holder | $2,828 | $4,927-42.6% | $8,175-65.4% | $4,297-34.2% |