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 | $45,339 | $63,949-29.1% | $129,031-64.9% | $94,015-51.8% |
| Participation rate | 96.7% | 63.4%+33.2pp | 73.4%+23.3pp | 70.8%+25.8pp |
| Annual return | 19.38% | 17.56%+1.8pp | 34.67%-15.3pp | 17.84%+1.5pp |
| Employer contribution / active EE | $2,121 | $1,865+13.8% | $3,226-34.2% | $2,790-24.0% |
| Participant deferral / active EE | $3,515 | $3,686-4.6% | $5,217-32.6% | $4,249-17.3% |
| Admin fee / account holder | $1,143 | $5,523-79.3% | $13,208-91.3% | $8,951-87.2% |