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 | $62,633 | $78,423-20.1% | $95,964-34.7% | $79,856-21.6% |
| Participation rate | 92.7% | 73.5%+19.2pp | 77.1%+15.6pp | 69.6%+23.1pp |
| Annual return | 18.02% | 19.37%-1.4pp | 91.64%-73.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,850 | $1,945-4.9% | $2,541-27.2% | $2,471-25.1% |
| Participant deferral / active EE | $4,299 | $3,440+25.0% | $4,167+3.2% | $3,741+14.9% |
| Admin fee / account holder | $11,883 | $5,622+111.4% | $6,797+74.8% | $5,306+123.9% |