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 | $57,348 | $72,492-20.9% | $87,102-34.2% | $72,983-21.4% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.6pp | 69.5%+26.9pp |
| Annual return | 21.92% | 24.46%-2.5pp | 28.19%-6.3pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,051 | $1,894-44.5% | $2,521-58.3% | $2,440-56.9% |
| Participant deferral / active EE | $3,680 | $3,270+12.6% | $4,048-9.1% | $3,608+2.0% |
| Admin fee / account holder | $1,726 | $5,055-65.9% | $7,491-77.0% | $5,124-66.3% |