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 | $40,922 | $62,177-34.2% | $81,370-49.7% | $74,478-45.1% |
| Participation rate | 73.3% | 64.1%+9.2pp | 69.5%+3.7pp | 67.2%+6.0pp |
| Annual return | 12.97% | 16.62%-3.6pp | 24.85%-11.9pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,501 | $1,881-20.2% | $2,464-39.1% | $2,626-42.9% |
| Participant deferral / active EE | $3,749 | $3,219+16.5% | $3,885-3.5% | $4,350-13.8% |
| Admin fee / account holder | $1,373 | $1,927-28.7% | $5,749-76.1% | $1,946-29.4% |