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 | $60,840 | $60,349+0.8% | $74,184-18.0% | $62,881-3.2% |
| Participation rate | 73.7% | 72.7%+1.0pp | 76.6%-2.9pp | 69.3%+4.4pp |
| Annual return | 8.34% | 21.38%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $524 | $1,680-68.8% | $2,370-77.9% | $2,281-77.0% |
| Participant deferral / active EE | $4,003 | $2,856+40.2% | $3,550+12.8% | $3,203+25.0% |
| Admin fee / account holder | $1,766 | $4,261-58.6% | $5,586-68.4% | $4,296-58.9% |