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 | $55,882 | $76,551-27.0% | $123,894-54.9% | $62,881-11.1% |
| Participation rate | 82.6% | 73.0%+9.6pp | 81.4%+1.2pp | 69.3%+13.3pp |
| Annual return | 6.20% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,009 | $2,882-65.0% | $4,617-78.1% | $2,281-55.8% |
| Participant deferral / active EE | $2,946 | $4,840-39.1% | $5,984-50.8% | $3,203-8.0% |
| Admin fee / account holder | $1,265 | $4,826-73.8% | $8,357-84.9% | $4,296-70.6% |