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 | $60,074 | $94,436-36.4% | $115,599-48.0% | $82,637-27.3% |
| Participation rate | 89.0% | 70.4%+18.6pp | 74.3%+14.8pp | 68.1%+21.0pp |
| Annual return | 18.53% | 18.37%+0.2pp | 111.10%-92.6pp | 53.51%-35.0pp |
| Employer contribution / active EE | $2,802 | $2,324+20.6% | $2,955-5.2% | $2,552+9.8% |
| Participant deferral / active EE | $4,542 | $3,955+14.9% | $4,889-7.1% | $4,126+10.1% |
| Admin fee / account holder | $4,461 | $10,328-56.8% | $12,841-65.3% | $7,339-39.2% |