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 | $47,302 | $73,787-35.9% | $98,716-52.1% | $82,448-42.6% |
| Participation rate | 93.5% | 61.4%+32.1pp | 69.3%+24.3pp | 68.1%+25.5pp |
| Annual return | 22.31% | 18.57%+3.7pp | 31.81%-9.5pp | 41.64%-19.3pp |
| Employer contribution / active EE | $1,928 | $1,511+27.6% | $2,279-15.4% | $2,551-24.4% |
| Participant deferral / active EE | $3,290 | $3,081+6.8% | $4,048-18.7% | $4,139-20.5% |
| Admin fee / account holder | $2,073 | $6,500-68.1% | $8,703-76.2% | $7,234-71.3% |