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 | $53,336 | $106,864-50.1% | $147,318-63.8% | $82,637-35.5% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.1%+15.3pp | 68.1%+29.3pp |
| Annual return | 23.76% | 27.49%-3.7pp | 70.43%-46.7pp | 53.51%-29.7pp |
| Employer contribution / active EE | $2,779 | $3,417-18.7% | $4,593-39.5% | $2,552+8.9% |
| Participant deferral / active EE | $8,166 | $6,496+25.7% | $7,906+3.3% | $4,126+97.9% |
| Admin fee / account holder | $1,588 | $8,415-81.1% | $13,708-88.4% | $7,339-78.4% |