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 | $41,294 | $100,970-59.1% | $96,576-57.2% | $137,256-69.9% |
| Participation rate | 93.3% | 82.6%+10.7pp | 81.4%+11.9pp | 80.0%+13.4pp |
| Annual return | 13.45% | 38.16%-24.7pp | 38.47%-25.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,556 | $3,809-32.9% | $3,553-28.1% | $4,156-38.5% |
| Participant deferral / active EE | $2,685 | $8,286-67.6% | $7,956-66.3% | $6,407-58.1% |
| Admin fee / account holder | $3,326 | $11,312-70.6% | $11,381-70.8% | $12,270-72.9% |