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 | $50,364 | $73,978-31.9% | $96,515-47.8% | $75,173-33.0% |
| Participation rate | 90.9% | 66.4%+24.5pp | 74.3%+16.6pp | 67.2%+23.7pp |
| Annual return | 16.97% | 26.72%-9.8pp | 35.73%-18.8pp | 160.72%-143.8pp |
| Employer contribution / active EE | $3,081 | $2,931+5.1% | $3,740-17.6% | $2,671+15.4% |
| Participant deferral / active EE | $5,498 | $3,660+50.2% | $4,880+12.7% | $4,126+33.3% |
| Admin fee / account holder | $4,693 | $5,219-10.1% | $6,735-30.3% | $5,651-16.9% |