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 | $53,583 | $76,383-29.8% | $121,663-56.0% | $64,340-16.7% |
| Participation rate | 74.1% | 60.4%+13.7pp | 74.5%-0.4pp | 55.2%+18.9pp |
| Annual return | 17.76% | 16.98%+0.8pp | 147.54%-129.8pp | 24.14%-6.4pp |
| Employer contribution / active EE | $1,446 | $1,943-25.6% | $3,020-52.1% | $1,862-22.3% |
| Participant deferral / active EE | $3,893 | $3,149+23.6% | $4,887-20.3% | $2,980+30.6% |
| Admin fee / account holder | $2,729 | $4,142-34.1% | $14,289-80.9% | $3,703-26.3% |