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 | $83,706 | $43,075+94.3% | $74,577+12.2% | $62,881+33.1% |
| Participation rate | 73.0% | 58.1%+14.9pp | 68.1%+4.9pp | 69.3%+3.7pp |
| Annual return | 10.52% | 17.50%-7.0pp | 20.47%-10.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $488 | $1,498-67.4% | $2,525-80.7% | $2,281-78.6% |
| Participant deferral / active EE | $3,838 | $2,389+60.6% | $3,458+11.0% | $3,203+19.8% |
| Admin fee / account holder | $1,803 | $2,840-36.5% | $4,138-56.4% | $4,296-58.0% |