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 | $48,506 | $72,486-33.1% | $87,103-44.3% | $72,976-33.5% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 26.74% | 24.46%+2.3pp | 28.19%-1.5pp | 81.02%-54.3pp |
| Employer contribution / active EE | $1,695 | $1,894-10.5% | $2,521-32.8% | $2,440-30.5% |
| Participant deferral / active EE | $4,911 | $3,270+50.2% | $4,049+21.3% | $3,608+36.1% |
| Admin fee / account holder | $330 | $5,055-93.5% | $7,491-95.6% | $5,124-93.6% |