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 | $56,377 | $54,541+3.4% | $78,778-28.4% | $70,126-19.6% |
| Participation rate | 85.0% | 60.8%+24.2pp | 69.2%+15.8pp | 69.5%+15.5pp |
| Annual return | 15.05% | 21.07%-6.0pp | 35.62%-20.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,189 | $2,210-1.0% | $2,958-26.0% | $3,332-34.3% |
| Admin fee / account holder | $1,254 | $3,709-66.2% | $5,134-75.6% | $4,645-73.0% |