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 | $56,306 | $88,707-36.5% | $74,184-24.1% | $273,972-79.4% |
| Participation rate | 81.0% | 79.4%+1.5pp | 76.6%+4.3pp | 83.0%-2.1pp |
| Annual return | 7.26% | 11.94%-4.7pp | 17.74%-10.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $3,572 | $3,159+13.1% | $2,370+50.7% | $4,869-26.6% |
| Participant deferral / active EE | $8,258 | $4,212+96.1% | $3,550+132.6% | $5,287+56.2% |
| Admin fee / account holder | $9,851 | $8,717+13.0% | $5,586+76.4% | $10,133-2.8% |