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 | $52,181 | $95,404-45.3% | $113,397-54.0% | $82,637-36.9% |
| Participation rate | 88.5% | 72.8%+15.6pp | 76.5%+12.0pp | 68.1%+20.4pp |
| Annual return | 15.73% | 19.08%-3.4pp | 23.20%-7.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,415 | $2,307-38.7% | $2,977-52.5% | $2,552-44.6% |
| Participant deferral / active EE | $5,284 | $4,220+25.2% | $5,076+4.1% | $4,126+28.1% |
| Admin fee / account holder | $4,525 | $9,168-50.6% | $11,957-62.2% | $7,339-38.3% |