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 | $57,961 | $81,446-28.8% | $103,374-43.9% | $80,874-28.3% |
| Participation rate | 98.5% | 66.9%+31.6pp | 74.5%+24.0pp | 67.6%+30.8pp |
| Annual return | 13.39% | 25.57%-12.2pp | 24.89%-11.5pp | 35.62%-22.2pp |
| Employer contribution / active EE | $3,955 | $3,107+27.3% | $3,869+2.2% | $2,756+43.5% |
| Participant deferral / active EE | $7,755 | $3,870+100.4% | $5,058+53.3% | $4,297+80.5% |
| Admin fee / account holder | $4,737 | $6,715-29.5% | $8,394-43.6% | $6,935-31.7% |