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 | $57,252 | $45,087+27.0% | $69,483-17.6% | $72,976-21.5% |
| Participation rate | 95.5% | 68.5%+27.0pp | 74.6%+20.9pp | 69.5%+26.0pp |
| Annual return | 27.13% | 22.67%+4.5pp | 28.99%-1.9pp | 81.02%-53.9pp |
| Employer contribution / active EE | $1,680 | $2,055-18.3% | $2,780-39.6% | $2,440-31.2% |
| Participant deferral / active EE | $4,275 | $2,603+64.2% | $3,537+20.9% | $3,608+18.5% |
| Admin fee / account holder | $2,513 | $3,057-17.8% | $3,841-34.6% | $5,124-51.0% |