Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,014 | $110,137-67.3% | $161,149-77.7% | $82,637-56.4% |
| Participation rate | 93.9% | 72.4%+21.6pp | 78.8%+15.1pp | 68.1%+25.9pp |
| Annual return | 16.80% | 20.69%-3.9pp | 21.16%-4.4pp | 53.51%-36.7pp |
| Employer contribution / active EE | $2,428 | $2,856-15.0% | $4,360-44.3% | $2,552-4.9% |
| Participant deferral / active EE | $5,544 | $4,575+21.2% | $6,153-9.9% | $4,126+34.4% |
| Admin fee / account holder | $2,352 | $9,467-75.2% | $15,194-84.5% | $7,339-68.0% |