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 | $52,447 | $72,273-27.4% | $101,275-48.2% | $79,856-34.3% |
| Participation rate | 73.0% | 68.5%+4.5pp | 75.8%-2.8pp | 69.6%+3.3pp |
| Annual return | 15.92% | 22.30%-6.4pp | 46.48%-30.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,994 | $2,691-25.9% | $3,660-45.5% | $2,471-19.3% |
| Participant deferral / active EE | $4,636 | $3,282+41.3% | $4,371+6.1% | $3,741+23.9% |
| Admin fee / account holder | $4,470 | $4,401+1.6% | $5,948-24.8% | $5,306-15.8% |