Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $56,597 | $106,749-47.0% | $145,433-61.1% | $82,448-31.4% |
| Participation rate | 73.1% | 75.6%-2.6pp | 82.1%-9.0pp | 68.1%+5.0pp |
| Annual return | 28.76% | 27.59%+1.2pp | 66.58%-37.8pp | 41.64%-12.9pp |
| Employer contribution / active EE | $2,608 | $3,444-24.3% | $4,554-42.7% | $2,551+2.3% |
| Participant deferral / active EE | $5,537 | $6,519-15.1% | $7,897-29.9% | $4,139+33.8% |
| Admin fee / account holder | $4,186 | $8,390-50.1% | $13,129-68.1% | $7,234-42.1% |