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 | $49,552 | $81,504-39.2% | $102,437-51.6% | $80,959-38.8% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | 19.02% | 25.60%-6.6pp | 24.95%-5.9pp | 35.67%-16.6pp |
| Employer contribution / active EE | $2,261 | $3,104-27.1% | $3,871-41.6% | $2,757-18.0% |
| Participant deferral / active EE | $4,253 | $3,871+9.9% | $5,060-16.0% | $4,300-1.1% |
| Admin fee / account holder | $8,019 | $6,719+19.3% | $8,388-4.4% | $6,925+15.8% |