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 | $47,386 | $73,988-36.0% | $96,538-50.9% | $75,177-37.0% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 14.67% | 26.73%-12.1pp | 35.74%-21.1pp | 160.75%-146.1pp |
| Employer contribution / active EE | $2,365 | $2,930-19.3% | $3,740-36.8% | $2,671-11.4% |
| Participant deferral / active EE | $4,913 | $3,660+34.2% | $4,880+0.7% | $4,126+19.1% |
| Admin fee / account holder | $9,902 | $5,220+89.7% | $6,737+47.0% | $5,651+75.2% |