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 | $45,257 | $77,492-41.6% | $100,398-54.9% | $80,911-44.1% |
| Participation rate | 95.2% | 76.9%+18.2pp | 81.5%+13.7pp | 67.6%+27.5pp |
| Annual return | 14.02% | 37.23%-23.2pp | 49.32%-35.3pp | 35.63%-21.6pp |
| Employer contribution / active EE | $3,640 | $2,800+30.0% | $3,946-7.7% | $2,756+32.1% |
| Participant deferral / active EE | $9,272 | $6,817+36.0% | $8,084+14.7% | $4,297+115.8% |
| Admin fee / account holder | $8,382 | $5,892+42.3% | $7,893+6.2% | $6,935+20.9% |