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 | $28,880 | $72,177-60.0% | $115,038-74.9% | $59,633-51.6% |
| Participation rate | 84.0% | 72.6%+11.4pp | 81.4%+2.6pp | 68.7%+15.3pp |
| Annual return | 0.20% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $2,396 | $2,841-15.7% | $4,608-48.0% | $2,203+8.8% |
| Participant deferral / active EE | $4,498 | $4,783-6.0% | $6,026-25.4% | $3,192+40.9% |
| Admin fee / account holder | $5,981 | $4,927+21.4% | $8,175-26.8% | $4,297+39.2% |