Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $49,198 | $71,526-31.2% | $98,450-50.0% | $71,495-31.2% |
| Participation rate | 96.4% | 72.7%+23.6pp | 75.2%+21.2pp | 67.9%+28.4pp |
| Annual return | 17.74% | 32.42%-14.7pp | 21.16%-3.4pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,996 | $2,400+24.8% | $3,049-1.7% | $2,589+15.7% |
| Participant deferral / active EE | $6,163 | $4,110+50.0% | $4,739+30.1% | $4,291+43.6% |
| Admin fee / account holder | $2,187 | $1,675+30.6% | $8,961-75.6% | $1,588+37.8% |