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 | $52,984 | $52,678+0.6% | $75,784-30.1% | $59,633-11.2% |
| Participation rate | 93.3% | 67.2%+26.1pp | 75.8%+17.5pp | 68.7%+24.7pp |
| Annual return | 0.74% | 2.95%-2.2pp | 9.68%-8.9pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $2,204 | $2,193+0.5% | $3,323-33.7% | $2,203+0.1% |
| Participant deferral / active EE | $5,769 | $2,591+122.7% | $3,652+58.0% | $3,192+80.8% |
| Admin fee / account holder | $1,993 | $3,610-44.8% | $5,300-62.4% | $4,297-53.6% |