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 | $40,833 | $67,602-39.6% | $82,312-50.4% | $70,126-41.8% |
| Participation rate | 73.3% | 72.8%+0.6pp | 76.9%-3.6pp | 69.5%+3.8pp |
| Annual return | 21.51% | 21.57%-0.1pp | 25.88%-4.4pp | 73.15%-51.6pp |
| Employer contribution / active EE | $2,228 | $1,755+27.0% | $2,428-8.2% | $2,343-4.9% |
| Participant deferral / active EE | $5,417 | $2,987+81.3% | $3,706+46.2% | $3,332+62.6% |
| Admin fee / account holder | $568 | $4,512-87.4% | $5,608-89.9% | $4,645-87.8% |