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 | $47,168 | $97,550-51.6% | $120,344-60.8% | $87,485-46.1% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.7%+16.1pp | 68.9%+23.9pp |
| Annual return | 17.82% | 18.41%-0.6pp | 20.30%-2.5pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,398 | $2,291-39.0% | $3,020-53.7% | $2,596-46.2% |
| Participant deferral / active EE | $4,639 | $4,230+9.7% | $5,135-9.6% | $4,274+8.6% |
| Admin fee / account holder | $1,435 | $9,543-85.0% | $12,742-88.7% | $7,775-81.5% |