Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $52,518 | $63,442-17.2% | $68,790-23.7% | $66,923-21.5% |
| Participation rate | 96.2% | 60.0%+36.2pp | 69.0%+27.2pp | 69.8%+26.4pp |
| Annual return | 1.77% | -8.29%+10.1pp | -6.38%+8.2pp | 1.58%+0.2pp |
| Employer contribution / active EE | $2,448 | $1,775+37.9% | $2,655-7.8% | $2,545-3.8% |
| Participant deferral / active EE | $3,122 | $2,945+6.0% | $3,941-20.8% | $4,237-26.3% |
| Admin fee / account holder | $7,703 | $577+1234.2% | $4,934+56.1% | $593+1198.2% |