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 | $55,507 | $73,787-24.8% | $98,716-43.8% | $82,448-32.7% |
| Participation rate | 80.7% | 61.4%+19.3pp | 69.3%+11.4pp | 68.1%+12.6pp |
| Annual return | 13.87% | 18.57%-4.7pp | 31.81%-17.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,599 | $1,511+5.8% | $2,279-29.8% | $2,551-37.3% |
| Participant deferral / active EE | $3,460 | $3,081+12.3% | $4,048-14.5% | $4,139-16.4% |
| Admin fee / account holder | $5,308 | $6,500-18.3% | $8,703-39.0% | $7,234-26.6% |