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 | $42,413 | $86,922-51.2% | $102,438-58.6% | $80,874-47.6% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.6%+9.3pp |
| Annual return | 14.20% | 18.90%-4.7pp | 29.37%-15.2pp | 35.62%-21.4pp |
| Employer contribution / active EE | $2,325 | $2,369-1.9% | $3,024-23.1% | $2,756-15.6% |
| Participant deferral / active EE | $4,053 | $4,119-1.6% | $5,054-19.8% | $4,297-5.7% |
| Admin fee / account holder | $1,949 | $8,050-75.8% | $9,448-79.4% | $6,935-71.9% |