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 | $41,839 | $56,110-25.4% | $94,993-56.0% | $70,126-40.3% |
| Participation rate | 87.5% | 65.0%+22.5pp | 73.9%+13.6pp | 69.5%+18.0pp |
| Annual return | 16.67% | 51.02%-34.4pp | 27.14%-10.5pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,423 | $1,442-1.3% | $2,603-45.4% | $2,343-39.3% |
| Participant deferral / active EE | $1,895 | $2,391-20.7% | $3,317-42.9% | $3,332-43.1% |
| Admin fee / account holder | $479 | $3,456-86.1% | $4,960-90.3% | $4,645-89.7% |