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 | $36,479 | $86,938-58.0% | $102,423-64.4% | $80,925-54.9% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.7%+23.0pp |
| Annual return | 13.55% | 18.89%-5.3pp | 29.42%-15.9pp | 35.65%-22.1pp |
| Employer contribution / active EE | $3,196 | $2,369+34.9% | $3,023+5.7% | $2,756+16.0% |
| Participant deferral / active EE | $4,015 | $4,120-2.6% | $5,054-20.6% | $4,299-6.6% |
| Admin fee / account holder | $2,434 | $8,053-69.8% | $9,455-74.3% | $6,940-64.9% |