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 | $28,133 | $67,602-58.4% | $82,312-65.8% | $70,126-59.9% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 18.13% | 21.57%-3.4pp | 25.88%-7.7pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,479 | $1,755-15.7% | $2,428-39.1% | $2,343-36.8% |
| Participant deferral / active EE | $2,954 | $2,987-1.1% | $3,706-20.3% | $3,332-11.3% |
| Admin fee / account holder | $2,109 | $4,512-53.2% | $5,608-62.4% | $4,645-54.6% |