Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,259 | $75,720-42.9% | $90,312-52.1% | $86,983-50.3% |
| Participation rate | 86.9% | 66.3%+20.6pp | 72.9%+14.0pp | 69.5%+17.4pp |
| Annual return | 16.27% | 18.55%-2.3pp | 18.90%-2.6pp | 25.83%-9.6pp |
| Employer contribution / active EE | $2,329 | $1,945+19.8% | $2,243+3.9% | $2,584-9.9% |
| Participant deferral / active EE | $4,745 | $3,001+58.1% | $3,749+26.6% | $4,194+13.1% |
| Admin fee / account holder | $3,245 | $6,201-47.7% | $8,248-60.7% | $7,856-58.7% |