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 | $58,491 | $76,367-23.4% | $93,614-37.5% | $72,983-19.9% |
| Participation rate | 89.3% | 71.7%+17.5pp | 75.8%+13.5pp | 69.5%+19.8pp |
| Annual return | 20.69% | 25.82%-5.1pp | 32.76%-12.1pp | 81.01%-60.3pp |
| Employer contribution / active EE | $2,883 | $2,275+26.7% | $2,718+6.1% | $2,440+18.2% |
| Participant deferral / active EE | $3,888 | $3,538+9.9% | $4,069-4.5% | $3,608+7.8% |
| Admin fee / account holder | $1,356 | $6,838-80.2% | $7,889-82.8% | $5,124-73.5% |