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 | $38,719 | $72,269-46.4% | $101,271-61.8% | $79,852-51.5% |
| Participation rate | 89.5% | 68.5%+21.1pp | 75.8%+13.7pp | 69.6%+19.9pp |
| Annual return | 13.13% | 22.29%-9.2pp | 46.48%-33.4pp | 31.72%-18.6pp |
| Employer contribution / active EE | $2,547 | $2,692-5.4% | $3,660-30.4% | $2,471+3.1% |
| Participant deferral / active EE | $2,060 | $3,282-37.2% | $4,371-52.9% | $3,740-44.9% |
| Admin fee / account holder | $2,080 | $4,401-52.7% | $5,948-65.0% | $5,306-60.8% |