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 | $48,614 | $54,757-11.2% | $90,304-46.2% | $72,975-33.4% |
| Participation rate | 72.4% | 65.2%+7.2pp | 73.3%-0.9pp | 69.5%+2.9pp |
| Annual return | 23.78% | 30.63%-6.9pp | 78.13%-54.4pp | 81.01%-57.2pp |
| Employer contribution / active EE | $844 | $2,093-59.7% | $2,855-70.4% | $2,440-65.4% |
| Participant deferral / active EE | $2,252 | $2,887-22.0% | $3,885-42.0% | $3,608-37.6% |
| Admin fee / account holder | $2,131 | $3,973-46.4% | $5,354-60.2% | $5,124-58.4% |