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 | $57,350 | $81,446-29.6% | $103,374-44.5% | $80,874-29.1% |
| Participation rate | 95.6% | 66.9%+28.7pp | 74.5%+21.1pp | 67.6%+27.9pp |
| Annual return | 14.63% | 25.57%-10.9pp | 24.89%-10.3pp | 35.62%-21.0pp |
| Employer contribution / active EE | $1,951 | $3,107-37.2% | $3,869-49.6% | $2,756-29.2% |
| Participant deferral / active EE | $5,650 | $3,870+46.0% | $5,058+11.7% | $4,297+31.5% |
| Admin fee / account holder | $5,034 | $6,715-25.0% | $8,394-40.0% | $6,935-27.4% |