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 | $49,091 | $67,411-27.2% | $91,004-46.1% | $70,126-30.0% |
| Participation rate | 92.8% | 71.4%+21.4pp | 75.6%+17.2pp | 69.5%+23.2pp |
| Annual return | 17.69% | -40.16%+57.9pp | 4.60%+13.1pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,064 | $1,786-40.4% | $2,456-56.7% | $2,343-54.6% |
| Participant deferral / active EE | $2,115 | $2,823-25.1% | $3,548-40.4% | $3,332-36.5% |
| Admin fee / account holder | $919 | $4,236-78.3% | $5,417-83.0% | $4,645-80.2% |