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 | $41,158 | $66,764-38.4% | $88,497-53.5% | $62,881-34.5% |
| Participation rate | 96.8% | 77.3%+19.5pp | 82.4%+14.4pp | 69.3%+27.5pp |
| Annual return | 21.50% | 10.37%+11.1pp | 7.63%+13.9pp | 20.14%+1.4pp |
| Employer contribution / active EE | $2,619 | $3,077-14.9% | $4,036-35.1% | $2,281+14.8% |
| Participant deferral / active EE | $5,918 | $3,976+48.8% | $4,899+20.8% | $3,203+84.8% |
| Admin fee / account holder | $324 | $4,668-93.1% | $6,220-94.8% | $4,296-92.5% |