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 | $51,676 | $93,064-44.5% | $74,577-30.7% | $273,972-81.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 3.90% | 26.18%-22.3pp | 20.47%-16.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $2,348 | $3,160-25.7% | $2,525-7.0% | $4,869-51.8% |
| Participant deferral / active EE | $7,338 | $4,160+76.4% | $3,458+112.2% | $5,287+38.8% |
| Admin fee / account holder | $1,249 | $5,273-76.3% | $4,138-69.8% | $10,133-87.7% |