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 | $54,427 | $64,734-15.9% | $90,796-40.1% | $64,097-15.1% |
| Participation rate | 74.0% | 53.2%+20.8pp | 69.5%+4.5pp | 55.2%+18.8pp |
| Annual return | 35.85% | 17.77%+18.1pp | 19.29%+16.6pp | 34.64%+1.2pp |
| Employer contribution / active EE | $1,688 | $1,703-0.9% | $2,294-26.4% | $1,891-10.8% |
| Participant deferral / active EE | $3,195 | $2,629+21.5% | $3,822-16.4% | $3,080+3.7% |
| Admin fee / account holder | $8,782 | $3,474+152.8% | $7,024+25.0% | $3,454+154.2% |