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 | $57,779 | $76,551-24.5% | $123,894-53.4% | $62,881-8.1% |
| Participation rate | 84.2% | 73.0%+11.2pp | 81.4%+2.8pp | 69.3%+14.9pp |
| Annual return | 28.70% | 18.68%+10.0pp | 47.52%-18.8pp | 20.14%+8.6pp |
| Employer contribution / active EE | $1,074 | $2,882-62.8% | $4,617-76.7% | $2,281-52.9% |
| Participant deferral / active EE | $7,385 | $4,840+52.6% | $5,984+23.4% | $3,203+130.6% |
| Admin fee / account holder | $2,275 | $4,826-52.9% | $8,357-72.8% | $4,296-47.0% |