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 | $56,566 | $73,978-23.5% | $96,515-41.4% | $75,173-24.8% |
| Participation rate | 89.1% | 66.4%+22.7pp | 74.3%+14.7pp | 67.2%+21.9pp |
| Annual return | 14.03% | 26.72%-12.7pp | 35.73%-21.7pp | 160.72%-146.7pp |
| Employer contribution / active EE | $1,968 | $2,931-32.9% | $3,740-47.4% | $2,671-26.3% |
| Participant deferral / active EE | $3,044 | $3,660-16.8% | $4,880-37.6% | $4,126-26.2% |
| Admin fee / account holder | $2,027 | $5,219-61.2% | $6,735-69.9% | $5,651-64.1% |