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 | $78,310 | $52,678+48.7% | $75,784+3.3% | $59,633+31.3% |
| Participation rate | 79.2% | 67.2%+11.9pp | 75.8%+3.3pp | 68.7%+10.5pp |
| Annual return | 0.22% | 2.95%-2.7pp | 9.68%-9.5pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,582 | $2,193-27.9% | $3,323-52.4% | $2,203-28.2% |
| Participant deferral / active EE | $4,062 | $2,591+56.8% | $3,652+11.2% | $3,192+27.3% |
| Admin fee / account holder | $3,576 | $3,610-0.9% | $5,300-32.5% | $4,297-16.8% |