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 | $48,350 | $60,349-19.9% | $74,184-34.8% | $62,881-23.1% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 9.09% | 21.38%-12.3pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,097 | $1,680-34.7% | $2,370-53.7% | $2,281-51.9% |
| Participant deferral / active EE | $3,876 | $2,856+35.7% | $3,550+9.2% | $3,203+21.0% |
| Admin fee / account holder | $5,039 | $4,261+18.3% | $5,586-9.8% | $4,296+17.3% |