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 | $53,606 | $97,550-45.0% | $120,344-55.5% | $87,485-38.7% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.7%+15.6pp | 68.9%+23.4pp |
| Annual return | 14.05% | 18.41%-4.4pp | 20.30%-6.3pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,734 | $2,291-24.3% | $3,020-42.6% | $2,596-33.2% |
| Participant deferral / active EE | $4,149 | $4,230-1.9% | $5,135-19.2% | $4,274-2.9% |
| Admin fee / account holder | $2,042 | $9,543-78.6% | $12,742-84.0% | $7,775-73.7% |