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 | $38,719 | $64,348-39.8% | $90,162-57.1% | $70,131-44.8% |
| Participation rate | 79.3% | 70.4%+8.9pp | 76.9%+2.4pp | 69.5%+9.8pp |
| Annual return | 23.87% | 28.13%-4.3pp | 34.88%-11.0pp | 73.14%-49.3pp |
| Employer contribution / active EE | $2,707 | $2,046+32.3% | $3,318-18.4% | $2,342+15.6% |
| Participant deferral / active EE | $5,528 | $4,389+26.0% | $5,287+4.5% | $3,332+65.9% |
| Admin fee / account holder | $7,050 | $3,944+78.8% | $5,943+18.6% | $4,645+51.8% |