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 | $42,078 | $80,992-48.0% | $96,534-56.4% | $75,173-44.0% |
| Participation rate | 96.3% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.1pp |
| Annual return | 13.29% | 27.05%-13.8pp | 25.88%-12.6pp | 160.72%-147.4pp |
| Employer contribution / active EE | $2,714 | $2,283+18.9% | $2,965-8.5% | $2,671+1.6% |
| Participant deferral / active EE | $3,104 | $3,929-21.0% | $4,851-36.0% | $4,126-24.8% |
| Admin fee / account holder | $2,206 | $6,717-67.2% | $8,253-73.3% | $5,651-61.0% |