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 | $56,886 | $45,082+26.2% | $69,464-18.1% | $72,975-22.0% |
| Participation rate | 83.7% | 68.5%+15.2pp | 74.6%+9.1pp | 69.5%+14.2pp |
| Annual return | 14.02% | 22.66%-8.6pp | 28.98%-15.0pp | 81.01%-67.0pp |
| Employer contribution / active EE | $1,783 | $2,055-13.2% | $2,779-35.8% | $2,440-26.9% |
| Participant deferral / active EE | $905 | $2,604-65.3% | $3,536-74.4% | $3,608-74.9% |
| Admin fee / account holder | $836 | $3,057-72.7% | $3,840-78.2% | $5,124-83.7% |