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 | $52,085 | $95,453-45.4% | $112,040-53.5% | $82,448-36.8% |
| Participation rate | 95.5% | 72.8%+22.7pp | 76.5%+19.0pp | 68.1%+27.4pp |
| Annual return | 15.94% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,997 | $2,318-13.9% | $2,954-32.4% | $2,551-21.7% |
| Participant deferral / active EE | $3,542 | $4,224-16.1% | $5,098-30.5% | $4,139-14.4% |
| Admin fee / account holder | $388 | $9,013-95.7% | $12,098-96.8% | $7,234-94.6% |