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 | $47,203 | $97,550-51.6% | $120,344-60.8% | $87,485-46.0% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.7%+21.6pp | 68.9%+29.4pp |
| Annual return | 16.11% | 18.41%-2.3pp | 20.30%-4.2pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,840 | $2,291-19.7% | $3,020-39.1% | $2,596-29.1% |
| Participant deferral / active EE | $1,983 | $4,230-53.1% | $5,135-61.4% | $4,274-53.6% |
| Admin fee / account holder | $2,333 | $9,543-75.5% | $12,742-81.7% | $7,775-70.0% |