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 | $52,713 | $101,795-48.2% | $165,100-68.1% | $80,959-34.9% |
| Participation rate | 88.3% | 71.8%+16.5pp | 78.6%+9.7pp | 67.7%+20.7pp |
| Annual return | 14.78% | 16.73%-1.9pp | 70.21%-55.4pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,841 | $2,954-3.8% | $4,348-34.7% | $2,757+3.0% |
| Participant deferral / active EE | $6,116 | $4,476+36.6% | $6,035+1.3% | $4,300+42.2% |
| Admin fee / account holder | $374 | $8,221-95.5% | $12,696-97.1% | $6,925-94.6% |