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 | $61,465 | $86,949-29.3% | $102,460-40.0% | $80,959-24.1% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.7%+30.2pp |
| Annual return | 12.21% | 18.89%-6.7pp | 29.47%-17.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,801 | $2,370-24.0% | $3,025-40.5% | $2,757-34.7% |
| Participant deferral / active EE | $8,507 | $4,121+106.4% | $5,056+68.3% | $4,300+97.8% |
| Admin fee / account holder | $3,708 | $8,048-53.9% | $9,460-60.8% | $6,925-46.5% |