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 | $51,347 | $60,349-14.9% | $74,184-30.8% | $62,881-18.3% |
| Participation rate | 71.4% | 72.7%-1.3pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 5.72% | 21.38%-15.7pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $504 | $1,680-70.0% | $2,370-78.7% | $2,281-77.9% |
| Participant deferral / active EE | $2,119 | $2,856-25.8% | $3,550-40.3% | $3,203-33.8% |
| Admin fee / account holder | $7,038 | $4,261+65.2% | $5,586+26.0% | $4,296+63.8% |