Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,686 | $86,938-47.4% | $102,423-55.4% | $80,925-43.5% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 23.59% | 18.89%+4.7pp | 29.42%-5.8pp | 35.65%-12.1pp |
| Employer contribution / active EE | $3,882 | $2,369+63.8% | $3,023+28.4% | $2,756+40.8% |
| Participant deferral / active EE | $8,819 | $4,120+114.0% | $5,054+74.5% | $4,299+105.2% |
| Admin fee / account holder | $3,743 | $8,053-53.5% | $9,455-60.4% | $6,940-46.1% |