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 | $56,482 | $106,749-47.1% | $145,433-61.2% | $82,448-31.5% |
| Participation rate | 94.2% | 75.6%+18.6pp | 82.1%+12.1pp | 68.1%+26.2pp |
| Annual return | 19.42% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,050 | $3,444-11.5% | $4,554-33.0% | $2,551+19.6% |
| Participant deferral / active EE | $5,459 | $6,519-16.3% | $7,897-30.9% | $4,139+31.9% |
| Admin fee / account holder | $2,768 | $8,390-67.0% | $13,129-78.9% | $7,234-61.7% |