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 | $40,021 | $49,249-18.7% | $70,476-43.2% | $79,852-49.9% |
| Participation rate | 95.7% | 69.2%+26.6pp | 75.1%+20.7pp | 69.6%+26.1pp |
| Annual return | 17.34% | 30.09%-12.7pp | 109.12%-91.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $3,234 | $2,100+54.0% | $2,738+18.1% | $2,471+30.9% |
| Participant deferral / active EE | $5,722 | $2,769+106.6% | $3,710+54.2% | $3,740+53.0% |
| Admin fee / account holder | $4,053 | $2,878+40.8% | $3,847+5.4% | $5,306-23.6% |