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 | $31,654 | $72,269-56.2% | $101,271-68.7% | $79,852-60.4% |
| Participation rate | 84.3% | 68.5%+15.8pp | 75.8%+8.5pp | 69.6%+14.6pp |
| Annual return | 18.06% | 22.29%-4.2pp | 46.48%-28.4pp | 31.72%-13.7pp |
| Employer contribution / active EE | $4,326 | $2,692+60.7% | $3,660+18.2% | $2,471+75.0% |
| Participant deferral / active EE | $3,773 | $3,282+15.0% | $4,371-13.7% | $3,740+0.9% |
| Admin fee / account holder | $1,015 | $4,401-76.9% | $5,948-82.9% | $5,306-80.9% |