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 | $54,452 | $72,272-24.7% | $101,264-46.2% | $79,858-31.8% |
| Participation rate | 86.7% | 68.5%+18.2pp | 75.8%+10.9pp | 69.6%+17.0pp |
| Annual return | 14.06% | 22.30%-8.2pp | 46.48%-32.4pp | 31.72%-17.7pp |
| Employer contribution / active EE | $7,269 | $2,692+170.0% | $3,660+98.6% | $2,471+194.2% |
| Participant deferral / active EE | $2,675 | $3,282-18.5% | $4,370-38.8% | $3,740-28.5% |
| Admin fee / account holder | $7,440 | $4,401+69.1% | $5,947+25.1% | $5,306+40.2% |