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 | $46,964 | $72,486-35.2% | $87,103-46.1% | $72,976-35.6% |
| Participation rate | 78.0% | 72.8%+5.2pp | 76.9%+1.1pp | 69.5%+8.5pp |
| Annual return | 20.45% | 24.46%-4.0pp | 28.19%-7.7pp | 81.02%-60.6pp |
| Employer contribution / active EE | $897 | $1,894-52.6% | $2,521-64.4% | $2,440-63.2% |
| Participant deferral / active EE | $1,472 | $3,270-55.0% | $4,049-63.6% | $3,608-59.2% |
| Admin fee / account holder | $2,489 | $5,055-50.8% | $7,491-66.8% | $5,124-51.4% |