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 | $36,590 | $72,273-49.4% | $101,275-63.9% | $79,856-54.2% |
| Participation rate | 94.3% | 68.5%+25.9pp | 75.8%+18.5pp | 69.6%+24.7pp |
| Annual return | 21.05% | 22.30%-1.2pp | 46.48%-25.4pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,485 | $2,691-7.7% | $3,660-32.1% | $2,471+0.6% |
| Participant deferral / active EE | $4,535 | $3,282+38.2% | $4,371+3.8% | $3,741+21.2% |
| Admin fee / account holder | $2,200 | $4,401-50.0% | $5,948-63.0% | $5,306-58.5% |