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 | $62,221 | $72,177-13.8% | $115,038-45.9% | $59,633+4.3% |
| Participation rate | 92.2% | 72.6%+19.6pp | 81.4%+10.8pp | 68.7%+23.5pp |
| Annual return | 0.51% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $3,884 | $2,841+36.7% | $4,608-15.7% | $2,203+76.4% |
| Participant deferral / active EE | $4,356 | $4,783-8.9% | $6,026-27.7% | $3,192+36.5% |
| Admin fee / account holder | $2,301 | $4,927-53.3% | $8,175-71.9% | $4,297-46.4% |