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 | $46,793 | $81,233-42.4% | $155,567-69.9% | $80,874-42.1% |
| Participation rate | 76.0% | 66.2%+9.8pp | 78.2%-2.2pp | 67.6%+8.4pp |
| Annual return | 16.37% | 33.33%-17.0pp | 64.74%-48.4pp | 35.62%-19.2pp |
| Employer contribution / active EE | $1,796 | $3,101-42.1% | $4,674-61.6% | $2,756-34.8% |
| Participant deferral / active EE | $4,643 | $3,452+34.5% | $5,628-17.5% | $4,297+8.1% |
| Admin fee / account holder | $3,513 | $7,998-56.1% | $15,916-77.9% | $6,935-49.3% |