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 | $68,500 | $99,345-31.0% | $84,753-19.2% | $273,972-75.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.56% | 22.93%-18.4pp | 22.78%-18.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,493 | $4,214-64.6% | $3,574-58.2% | $4,869-69.3% |
| Participant deferral / active EE | $2,288 | $4,270-46.4% | $3,712-38.4% | $5,287-56.7% |
| Admin fee / account holder | $610 | $6,645-90.8% | $5,333-88.6% | $10,133-94.0% |