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 | $55,675 | $67,602-17.6% | $82,312-32.4% | $70,126-20.6% |
| Participation rate | 77.6% | 72.8%+4.8pp | 76.9%+0.7pp | 69.5%+8.1pp |
| Annual return | 15.94% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.2pp |
| Employer contribution / active EE | $427 | $1,755-75.6% | $2,428-82.4% | $2,343-81.8% |
| Participant deferral / active EE | $3,408 | $2,987+14.1% | $3,706-8.0% | $3,332+2.3% |
| Admin fee / account holder | $1,577 | $4,512-65.0% | $5,608-71.9% | $4,645-66.1% |