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 | $50,115 | $96,558-48.1% | $80,977-38.1% | $273,972-81.7% |
| Participation rate | 84.6% | 79.1%+5.5pp | 75.8%+8.8pp | 83.0%+1.6pp |
| Annual return | 6.85% | 15.14%-8.3pp | 17.11%-10.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $3,942 | $4,869-19.0% | $3,715+6.1% | $4,869-19.0% |
| Participant deferral / active EE | $5,438 | $6,598-17.6% | $5,696-4.5% | $5,287+2.9% |
| Admin fee / account holder | $2,504 | $7,493-66.6% | $5,517-54.6% | $10,133-75.3% |