Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,142 | $80,983-41.8% | $96,544-51.2% | $75,177-37.3% |
| Participation rate | 71.4% | 71.8%-0.4pp | 76.0%-4.6pp | 67.2%+4.2pp |
| Annual return | 20.32% | 27.05%-6.7pp | 25.88%-5.6pp | 160.75%-140.4pp |
| Employer contribution / active EE | $2,982 | $2,282+30.7% | $2,966+0.5% | $2,671+11.6% |
| Participant deferral / active EE | $4,131 | $3,929+5.1% | $4,851-14.9% | $4,126+0.1% |
| Admin fee / account holder | $2,026 | $6,717-69.8% | $8,254-75.5% | $5,651-64.1% |