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 | $54,254 | $56,287-3.6% | $80,977-33.0% | $62,881-13.7% |
| Participation rate | 78.6% | 68.9%+9.6pp | 75.8%+2.8pp | 69.3%+9.3pp |
| Annual return | 5.88% | 22.13%-16.2pp | 17.11%-11.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,467 | $1,943-24.5% | $3,715-60.5% | $2,281-35.7% |
| Participant deferral / active EE | $4,593 | $4,196+9.5% | $5,696-19.4% | $3,203+43.4% |
| Admin fee / account holder | $4,470 | $3,742+19.5% | $5,517-19.0% | $4,296+4.1% |