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 | $53,224 | $52,580+1.2% | $71,671-25.7% | $70,126-24.1% |
| Participation rate | 89.7% | 60.9%+28.8pp | 68.7%+20.9pp | 69.5%+20.1pp |
| Annual return | 28.81% | 20.25%+8.6pp | 20.65%+8.2pp | 73.15%-44.3pp |
| Employer contribution / active EE | $2,067 | $1,616+28.0% | $2,460-16.0% | $2,343-11.7% |
| Participant deferral / active EE | $3,161 | $2,386+32.5% | $3,438-8.0% | $3,332-5.1% |
| Admin fee / account holder | $485 | $3,653-86.7% | $5,558-91.3% | $4,645-89.6% |