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 | $45,309 | $83,485-45.7% | $125,192-63.8% | $72,975-37.9% |
| Participation rate | 94.1% | 73.3%+20.8pp | 79.8%+14.3pp | 69.5%+24.6pp |
| Annual return | 22.42% | 25.77%-3.3pp | 43.79%-21.4pp | 81.01%-58.6pp |
| Employer contribution / active EE | $2,411 | $2,346+2.8% | $3,866-37.6% | $2,440-1.2% |
| Participant deferral / active EE | $3,611 | $3,586+0.7% | $4,937-26.9% | $3,608+0.1% |
| Admin fee / account holder | $485 | $5,518-91.2% | $9,704-95.0% | $5,124-90.5% |