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 | $54,360 | $88,707-38.7% | $74,184-26.7% | $273,972-80.2% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 8.03% | 11.94%-3.9pp | 17.74%-9.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,741 | $3,159-44.9% | $2,370-26.5% | $4,869-64.2% |
| Participant deferral / active EE | $3,222 | $4,212-23.5% | $3,550-9.2% | $5,287-39.1% |
| Admin fee / account holder | $1,086 | $8,717-87.5% | $5,586-80.6% | $10,133-89.3% |