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 | $59,612 | $86,940-31.4% | $102,434-41.8% | $80,935-26.3% |
| Participation rate | 91.8% | 72.4%+19.4pp | 76.5%+15.3pp | 67.7%+24.2pp |
| Annual return | 16.28% | 18.89%-2.6pp | 29.46%-13.2pp | 35.66%-19.4pp |
| Employer contribution / active EE | $1,068 | $2,370-54.9% | $3,023-64.7% | $2,757-61.2% |
| Participant deferral / active EE | $3,375 | $4,121-18.1% | $5,055-33.2% | $4,299-21.5% |
| Admin fee / account holder | $4,961 | $8,047-38.4% | $9,462-47.6% | $6,924-28.4% |