Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $49,922 | $95,453-47.7% | $112,040-55.4% | $82,448-39.5% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.5%+17.4pp | 68.1%+25.8pp |
| Annual return | 16.36% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $883 | $2,318-61.9% | $2,954-70.1% | $2,551-65.4% |
| Participant deferral / active EE | $5,353 | $4,224+26.7% | $5,098+5.0% | $4,139+29.3% |
| Admin fee / account holder | $1,600 | $9,013-82.3% | $12,098-86.8% | $7,234-77.9% |