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 | $63,623 | $88,707-28.3% | $74,184-14.2% | $273,972-76.8% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 5.06% | 11.94%-6.9pp | 17.74%-12.7pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,180 | $3,159-62.7% | $2,370-50.2% | $4,869-75.8% |
| Participant deferral / active EE | $2,615 | $4,212-37.9% | $3,550-26.3% | $5,287-50.5% |
| Admin fee / account holder | $4,504 | $8,717-48.3% | $5,586-19.4% | $10,133-55.6% |