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 | $64,883 | $83,485-22.3% | $125,180-48.2% | $72,983-11.1% |
| Participation rate | 97.4% | 73.3%+24.1pp | 79.8%+17.6pp | 69.5%+27.9pp |
| Annual return | 23.79% | 25.78%-2.0pp | 43.79%-20.0pp | 81.01%-57.2pp |
| Employer contribution / active EE | $2,175 | $2,346-7.3% | $3,866-43.7% | $2,440-10.8% |
| Participant deferral / active EE | $4,577 | $3,586+27.6% | $4,937-7.3% | $3,608+26.9% |
| Admin fee / account holder | $1,653 | $5,518-70.0% | $9,703-83.0% | $5,124-67.7% |