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 | $44,949 | $106,749-57.9% | $145,433-69.1% | $82,448-45.5% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 15.17% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,596 | $3,444-53.7% | $4,554-65.0% | $2,551-37.4% |
| Participant deferral / active EE | $3,563 | $6,519-45.3% | $7,897-54.9% | $4,139-13.9% |
| Admin fee / account holder | $862 | $8,390-89.7% | $13,129-93.4% | $7,234-88.1% |