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 | $43,236 | $76,371-43.4% | $93,621-53.8% | $72,975-40.8% |
| Participation rate | 75.7% | 71.8%+3.9pp | 75.8%-0.2pp | 69.5%+6.2pp |
| Annual return | 23.17% | 25.82%-2.7pp | 32.76%-9.6pp | 81.01%-57.8pp |
| Employer contribution / active EE | $2,016 | $2,276-11.4% | $2,719-25.8% | $2,440-17.4% |
| Participant deferral / active EE | $3,675 | $3,538+3.9% | $4,070-9.7% | $3,608+1.9% |
| Admin fee / account holder | $2,206 | $6,839-67.7% | $7,890-72.0% | $5,124-56.9% |