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 | $42,408 | $67,602-37.3% | $82,312-48.5% | $70,126-39.5% |
| Participation rate | 95.1% | 72.8%+22.3pp | 76.9%+18.2pp | 69.5%+25.6pp |
| Annual return | 28.59% | 21.57%+7.0pp | 25.88%+2.7pp | 73.15%-44.6pp |
| Employer contribution / active EE | $2,264 | $1,755+29.0% | $2,428-6.8% | $2,343-3.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,165 | $4,512+14.5% | $5,608-7.9% | $4,645+11.2% |