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 | $53,423 | $97,550-45.2% | $120,344-55.6% | $87,485-38.9% |
| Participation rate | 84.4% | 72.8%+11.5pp | 76.7%+7.7pp | 68.9%+15.4pp |
| Annual return | 13.21% | 18.41%-5.2pp | 20.30%-7.1pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,429 | $2,291+6.0% | $3,020-19.6% | $2,596-6.4% |
| Participant deferral / active EE | $6,310 | $4,230+49.2% | $5,135+22.9% | $4,274+47.7% |
| Admin fee / account holder | $1,851 | $9,543-80.6% | $12,742-85.5% | $7,775-76.2% |