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 | $48,676 | $83,485-41.7% | $125,195-61.1% | $72,976-33.3% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.5%+23.1pp |
| Annual return | 20.69% | 25.77%-5.1pp | 43.79%-23.1pp | 81.02%-60.3pp |
| Employer contribution / active EE | $3,482 | $2,346+48.5% | $3,866-9.9% | $2,440+42.7% |
| Participant deferral / active EE | $7,676 | $3,586+114.1% | $4,937+55.5% | $3,608+112.8% |
| Admin fee / account holder | $5,020 | $5,518-9.0% | $9,704-48.3% | $5,124-2.0% |