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 | $56,736 | $95,453-40.6% | $112,040-49.4% | $82,448-31.2% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.5%+19.9pp | 68.1%+28.4pp |
| Annual return | 12.81% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,988 | $2,318-14.2% | $2,954-32.7% | $2,551-22.1% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $697 | $9,013-92.3% | $12,098-94.2% | $7,234-90.4% |