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 | $47,384 | $60,442-21.6% | $96,754-51.0% | $87,485-45.8% |
| Participation rate | 79.1% | 58.7%+20.4pp | 70.3%+8.8pp | 68.9%+10.1pp |
| Annual return | 18.65% | 21.97%-3.3pp | 82.04%-63.4pp | 26.06%-7.4pp |
| Employer contribution / active EE | $1,174 | $1,691-30.6% | $2,679-56.2% | $2,596-54.8% |
| Participant deferral / active EE | $2,902 | $3,280-11.5% | $4,758-39.0% | $4,274-32.1% |
| Admin fee / account holder | $1,173 | $5,069-76.9% | $8,905-86.8% | $7,775-84.9% |