Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $58,034 | $39,132+48.3% | $57,196+1.5% | $62,881-7.7% |
| Participation rate | 90.0% | 70.5%+19.5pp | 75.3%+14.7pp | 69.3%+20.7pp |
| Annual return | 2.80% | 9.24%-6.4pp | 14.59%-11.8pp | 20.14%-17.3pp |
| Employer contribution / active EE | $2,043 | $1,874+9.0% | $2,683-23.8% | $2,281-10.4% |
| Participant deferral / active EE | $3,606 | $2,374+51.9% | $3,096+16.5% | $3,203+12.6% |
| Admin fee / account holder | $385 | $2,594-85.2% | $3,141-87.7% | $4,296-91.0% |