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 | $56,012 | $63,082-11.2% | $81,726-31.5% | $79,856-29.9% |
| Participation rate | 87.7% | 67.5%+20.2pp | 72.0%+15.7pp | 69.6%+18.1pp |
| Annual return | 16.82% | 22.66%-5.8pp | 29.49%-12.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,081 | $1,795+15.9% | $4,311-51.7% | $2,471-15.8% |
| Participant deferral / active EE | $4,537 | $2,780+63.2% | $7,108-36.2% | $3,741+21.3% |
| Admin fee / account holder | $1,222 | $4,428-72.4% | $5,160-76.3% | $5,306-77.0% |