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 | $47,026 | $80,992-41.9% | $96,534-51.3% | $75,173-37.4% |
| Participation rate | 74.4% | 71.8%+2.6pp | 76.0%-1.6pp | 67.2%+7.2pp |
| Annual return | 18.66% | 27.05%-8.4pp | 25.88%-7.2pp | 160.72%-142.1pp |
| Employer contribution / active EE | $720 | $2,283-68.5% | $2,965-75.7% | $2,671-73.0% |
| Participant deferral / active EE | $6,896 | $3,929+75.5% | $4,851+42.2% | $4,126+67.1% |
| Admin fee / account holder | $832 | $6,717-87.6% | $8,253-89.9% | $5,651-85.3% |