Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,312 | $86,938-51.3% | $102,423-58.7% | $80,925-47.7% |
| Participation rate | 86.5% | 72.4%+14.1pp | 76.5%+10.0pp | 67.7%+18.8pp |
| Annual return | 11.28% | 18.89%-7.6pp | 29.42%-18.1pp | 35.65%-24.4pp |
| Employer contribution / active EE | $1,938 | $2,369-18.2% | $3,023-35.9% | $2,756-29.7% |
| Participant deferral / active EE | $4,435 | $4,120+7.6% | $5,054-12.3% | $4,299+3.2% |
| Admin fee / account holder | $2,691 | $8,053-66.6% | $9,455-71.5% | $6,940-61.2% |