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 | $48,706 | $57,140-14.8% | $85,240-42.9% | $80,959-39.8% |
| Participation rate | 73.3% | 56.4%+16.9pp | 67.5%+5.8pp | 67.7%+5.7pp |
| Annual return | 12.64% | 21.71%-9.1pp | 66.75%-54.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $2,160 | $1,802+19.9% | $2,735-21.0% | $2,757-21.6% |
| Participant deferral / active EE | $4,604 | $3,115+47.8% | $4,527+1.7% | $4,300+7.1% |
| Admin fee / account holder | $14,642 | $4,992+193.3% | $6,165+137.5% | $6,925+111.4% |