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 | $42,212 | $73,988-42.9% | $96,538-56.3% | $75,177-43.9% |
| Participation rate | 93.0% | 66.4%+26.6pp | 74.3%+18.6pp | 67.2%+25.8pp |
| Annual return | 14.57% | 26.73%-12.2pp | 35.74%-21.2pp | 160.75%-146.2pp |
| Employer contribution / active EE | $3,442 | $2,930+17.5% | $3,740-8.0% | $2,671+28.9% |
| Participant deferral / active EE | $7,524 | $3,660+105.5% | $4,880+54.2% | $4,126+82.3% |
| Admin fee / account holder | $6,824 | $5,220+30.7% | $6,737+1.3% | $5,651+20.7% |