Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,544 | $106,864-72.4% | $147,318-79.9% | $82,637-64.2% |
| Participation rate | 87.5% | 75.5%+12.0pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 18.28% | 27.49%-9.2pp | 70.43%-52.2pp | 53.51%-35.2pp |
| Employer contribution / active EE | $2,774 | $3,417-18.8% | $4,593-39.6% | $2,552+8.7% |
| Participant deferral / active EE | $4,623 | $6,496-28.8% | $7,906-41.5% | $4,126+12.0% |
| Admin fee / account holder | $5,237 | $8,415-37.8% | $13,708-61.8% | $7,339-28.6% |