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 | $49,028 | $95,904-48.9% | $173,730-71.8% | $64,340-23.8% |
| Participation rate | 70.5% | 60.6%+9.9pp | 79.6%-9.0pp | 55.2%+15.3pp |
| Annual return | 21.79% | 17.47%+4.3pp | 19.96%+1.8pp | 24.14%-2.4pp |
| Employer contribution / active EE | $4,044 | $2,323+74.1% | $4,577-11.6% | $1,862+117.2% |
| Participant deferral / active EE | $9,276 | $3,488+166.0% | $6,326+46.6% | $2,980+211.2% |
| Admin fee / account holder | $943 | $5,089-81.5% | $17,523-94.6% | $3,703-74.5% |