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 | $52,251 | $58,523-10.7% | $99,479-47.5% | $72,976-28.4% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 20.38% | 28.51%-8.1pp | 30.72%-10.3pp | 81.02%-60.6pp |
| Employer contribution / active EE | $1,829 | $1,512+21.0% | $2,540-28.0% | $2,440-25.0% |
| Participant deferral / active EE | $2,088 | $2,606-19.9% | $3,619-42.3% | $3,608-42.1% |
| Admin fee / account holder | $919 | $4,102-77.6% | $6,253-85.3% | $5,124-82.1% |