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 | $59,506 | $101,798-41.5% | $165,071-64.0% | $80,935-26.5% |
| Participation rate | 70.0% | 71.8%-1.8pp | 78.6%-8.6pp | 67.7%+2.3pp |
| Annual return | 12.77% | 16.73%-4.0pp | 70.17%-57.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $2,150 | $2,954-27.2% | $4,347-50.5% | $2,757-22.0% |
| Participant deferral / active EE | $3,003 | $4,476-32.9% | $6,035-50.2% | $4,299-30.2% |
| Admin fee / account holder | $5,464 | $8,221-33.5% | $12,695-57.0% | $6,924-21.1% |