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 | $50,946 | $62,589-18.6% | $76,768-33.6% | $64,173-20.6% |
| Participation rate | 90.3% | 72.8%+17.5pp | 77.0%+13.4pp | 69.6%+20.8pp |
| Annual return | 15.67% | -1.95%+17.6pp | 2.43%+13.2pp | 7.63%+8.0pp |
| Employer contribution / active EE | $2,233 | $1,832+21.9% | $2,485-10.1% | $2,381-6.2% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,585 | $4,667-44.6% | $6,675-61.3% | $4,887-47.1% |