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 | $49,919 | $57,140-12.6% | $85,240-41.4% | $80,959-38.3% |
| Participation rate | 78.6% | 56.4%+22.2pp | 67.5%+11.0pp | 67.7%+10.9pp |
| Annual return | 10.95% | 21.71%-10.8pp | 66.75%-55.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,438 | $1,802-20.2% | $2,735-47.4% | $2,757-47.9% |
| Participant deferral / active EE | $3,571 | $3,115+14.6% | $4,527-21.1% | $4,300-17.0% |
| Admin fee / account holder | $2,800 | $4,992-43.9% | $6,165-54.6% | $6,925-59.6% |