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 | $44,191 | $69,273-36.2% | $90,796-51.3% | $82,637-46.5% |
| Participation rate | 80.0% | 64.0%+16.0pp | 69.5%+10.5pp | 68.1%+11.9pp |
| Annual return | 14.23% | 18.37%-4.1pp | 19.29%-5.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,476 | $1,865-20.9% | $2,294-35.7% | $2,552-42.2% |
| Participant deferral / active EE | $2,003 | $3,047-34.3% | $3,822-47.6% | $4,126-51.5% |
| Admin fee / account holder | $2,098 | $5,511-61.9% | $7,024-70.1% | $7,339-71.4% |