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 | $47,802 | $76,551-37.6% | $123,894-61.4% | $62,881-24.0% |
| Participation rate | 85.9% | 73.0%+12.9pp | 81.4%+4.5pp | 69.3%+16.6pp |
| Annual return | 8.02% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,759 | $2,882-39.0% | $4,617-61.9% | $2,281-22.9% |
| Participant deferral / active EE | $3,815 | $4,840-21.2% | $5,984-36.2% | $3,203+19.1% |
| Admin fee / account holder | $2,726 | $4,826-43.5% | $8,357-67.4% | $4,296-36.5% |