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 | $61,000 | $161,352-62.2% | $134,172-54.5% | $137,256-55.6% |
| Participation rate | 78.9% | 78.3%+0.7pp | 72.5%+6.5pp | 80.0%-1.0pp |
| Annual return | 36.20% | 28.72%+7.5pp | 25.30%+10.9pp | 220.34%-184.1pp |
| Employer contribution / active EE | $1,995 | $4,099-51.3% | $3,420-41.7% | $4,156-52.0% |
| Participant deferral / active EE | $2,765 | $5,552-50.2% | $4,690-41.1% | $6,407-56.8% |
| Admin fee / account holder | $1,516 | $15,028-89.9% | $12,016-87.4% | $12,270-87.6% |