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 | $44,140 | $83,485-47.1% | $125,192-64.7% | $72,975-39.5% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.5%+22.5pp |
| Annual return | 25.18% | 25.77%-0.6pp | 43.79%-18.6pp | 81.01%-55.8pp |
| Employer contribution / active EE | $7,847 | $2,346+234.5% | $3,866+103.0% | $2,440+221.6% |
| Participant deferral / active EE | $3,861 | $3,586+7.7% | $4,937-21.8% | $3,608+7.0% |
| Admin fee / account holder | $3,374 | $5,518-38.8% | $9,704-65.2% | $5,124-34.1% |