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 | $63,211 | $74,535-15.2% | $100,712-37.2% | $82,637-23.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 13.15% | 18.92%-5.8pp | 33.27%-20.1pp | 53.51%-40.4pp |
| Employer contribution / active EE | $888 | $1,503-40.9% | $2,313-61.6% | $2,552-65.2% |
| Participant deferral / active EE | $2,669 | $3,074-13.2% | $4,085-34.7% | $4,126-35.3% |
| Admin fee / account holder | $1,113 | $6,576-83.1% | $9,256-88.0% | $7,339-84.8% |