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 | $58,936 | $88,707-33.6% | $74,184-20.6% | $273,972-78.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.29% | 11.94%-4.6pp | 17.74%-10.4pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,500 | $3,159-52.5% | $2,370-36.7% | $4,869-69.2% |
| Participant deferral / active EE | $1,652 | $4,212-60.8% | $3,550-53.5% | $5,287-68.8% |
| Admin fee / account holder | $820 | $8,717-90.6% | $5,586-85.3% | $10,133-91.9% |