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 | $44,851 | $81,276-44.8% | $155,574-71.2% | $80,925-44.6% |
| Participation rate | 72.5% | 66.2%+6.3pp | 78.2%-5.7pp | 67.7%+4.8pp |
| Annual return | 12.17% | 33.36%-21.2pp | 64.87%-52.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,437 | $3,103-53.7% | $4,676-69.3% | $2,756-47.9% |
| Participant deferral / active EE | $3,052 | $3,453-11.6% | $5,629-45.8% | $4,299-29.0% |
| Admin fee / account holder | $2,199 | $7,993-72.5% | $15,914-86.2% | $6,940-68.3% |