Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $42,196 | $72,471-41.8% | $94,215-55.2% | $86,983-51.5% |
| Participation rate | 88.9% | 63.9%+25.0pp | 70.0%+18.9pp | 69.5%+19.3pp |
| Annual return | 19.29% | 26.44%-7.2pp | 28.22%-8.9pp | 25.83%-6.5pp |
| Employer contribution / active EE | $2,523 | $1,936+30.3% | $2,675-5.7% | $2,584-2.4% |
| Participant deferral / active EE | $9,390 | $3,397+176.5% | $4,276+119.6% | $4,194+123.9% |
| Admin fee / account holder | $3,574 | $6,468-44.7% | $10,216-65.0% | $7,856-54.5% |