Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,410 | $86,940-43.2% | $102,434-51.8% | $80,935-39.0% |
| Participation rate | 70.4% | 72.4%-2.0pp | 76.5%-6.1pp | 67.7%+2.7pp |
| Annual return | 20.86% | 18.89%+2.0pp | 29.46%-8.6pp | 35.66%-14.8pp |
| Employer contribution / active EE | $2,168 | $2,370-8.5% | $3,023-28.3% | $2,757-21.4% |
| Participant deferral / active EE | $4,411 | $4,121+7.0% | $5,055-12.7% | $4,299+2.6% |
| Admin fee / account holder | $15,493 | $8,047+92.5% | $9,462+63.7% | $6,924+123.7% |