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 | $39,003 | $65,712-40.6% | $57,196-31.8% | $273,972-85.8% |
| Participation rate | 94.7% | 78.3%+16.4pp | 75.3%+19.4pp | 83.0%+11.7pp |
| Annual return | 6.27% | 22.01%-15.7pp | 14.59%-8.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $7,067 | $3,280+115.5% | $2,683+163.4% | $4,869+45.2% |
| Participant deferral / active EE | $4,379 | $3,782+15.8% | $3,096+41.4% | $5,287-17.2% |
| Admin fee / account holder | $657 | $4,838-86.4% | $3,141-79.1% | $10,133-93.5% |