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 | $66,431 | $80,983-18.0% | $96,544-31.2% | $75,177-11.6% |
| Participation rate | 82.9% | 71.8%+11.1pp | 76.0%+6.9pp | 67.2%+15.7pp |
| Annual return | 13.71% | 27.05%-13.3pp | 25.88%-12.2pp | 160.75%-147.0pp |
| Employer contribution / active EE | $1,164 | $2,282-49.0% | $2,966-60.8% | $2,671-56.4% |
| Participant deferral / active EE | $2,318 | $3,929-41.0% | $4,851-52.2% | $4,126-43.8% |
| Admin fee / account holder | $2,039 | $6,717-69.6% | $8,254-75.3% | $5,651-63.9% |