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 | $67,622 | $72,177-6.3% | $115,037-41.2% | $59,633+13.4% |
| Participation rate | 86.7% | 72.6%+14.1pp | 81.4%+5.3pp | 68.7%+18.0pp |
| Annual return | 1.58% | 12.02%-10.4pp | 26.14%-24.6pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $752 | $2,841-73.5% | $4,608-83.7% | $2,203-65.9% |
| Participant deferral / active EE | $5,459 | $4,783+14.1% | $6,026-9.4% | $3,192+71.0% |
| Admin fee / account holder | $1,813 | $4,927-63.2% | $8,175-77.8% | $4,297-57.8% |