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 | $43,559 | $65,712-33.7% | $57,196-23.8% | $273,972-84.1% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 5.58% | 22.01%-16.4pp | 14.59%-9.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $878 | $3,280-73.2% | $2,683-67.3% | $4,869-82.0% |
| Participant deferral / active EE | $4,056 | $3,782+7.3% | $3,096+31.0% | $5,287-23.3% |
| Admin fee / account holder | $410 | $4,838-91.5% | $3,141-86.9% | $10,133-96.0% |