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 | $60,854 | $75,541-19.4% | $152,093-60.0% | $82,637-26.4% |
| Participation rate | 97.5% | 66.5%+31.0pp | 77.8%+19.7pp | 68.1%+29.4pp |
| Annual return | 18.16% | 32.56%-14.4pp | 66.36%-48.2pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,652 | $2,622-37.0% | $4,175-60.4% | $2,552-35.3% |
| Participant deferral / active EE | $4,218 | $3,206+31.6% | $5,451-22.6% | $4,126+2.2% |
| Admin fee / account holder | $7,186 | $6,405+12.2% | $14,497-50.4% | $7,339-2.1% |