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 | $52,705 | $71,057-25.8% | $93,654-43.7% | $80,874-34.8% |
| Participation rate | 94.7% | 60.4%+34.3pp | 68.7%+26.0pp | 67.6%+27.1pp |
| Annual return | 14.86% | 11.26%+3.6pp | 133.34%-118.5pp | 35.62%-20.8pp |
| Employer contribution / active EE | $1,392 | $1,564-11.0% | $2,421-42.5% | $2,756-49.5% |
| Participant deferral / active EE | $3,409 | $4,034-15.5% | $4,413-22.7% | $4,297-20.7% |
| Admin fee / account holder | $2,740 | $6,944-60.5% | $8,282-66.9% | $6,935-60.5% |