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 | $45,259 | $88,707-49.0% | $74,184-39.0% | $273,972-83.5% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 10.67% | 11.94%-1.3pp | 17.74%-7.1pp | 41.46%-30.8pp |
| Employer contribution / active EE | $1,226 | $3,159-61.2% | $2,370-48.3% | $4,869-74.8% |
| Participant deferral / active EE | $4,175 | $4,212-0.9% | $3,550+17.6% | $5,287-21.0% |
| Admin fee / account holder | $325 | $8,717-96.3% | $5,586-94.2% | $10,133-96.8% |