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 | $40,644 | $96,558-57.9% | $80,977-49.8% | $273,972-85.2% |
| Participation rate | 81.8% | 79.1%+2.7pp | 75.8%+6.0pp | 83.0%-1.2pp |
| Annual return | 9.99% | 15.14%-5.2pp | 17.11%-7.1pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,772 | $6,598+63.3% | $5,696+89.1% | $5,287+103.7% |
| Admin fee / account holder | $5,393 | $7,493-28.0% | $5,517-2.2% | $10,133-46.8% |