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 | $52,510 | $45,087+16.5% | $69,483-24.4% | $72,976-28.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.44% | 22.67%-4.2pp | 28.99%-10.6pp | 81.02%-62.6pp |
| Employer contribution / active EE | $2,936 | $2,055+42.9% | $2,780+5.6% | $2,440+20.3% |
| Participant deferral / active EE | $3,951 | $2,603+51.8% | $3,537+11.7% | $3,608+9.5% |
| Admin fee / account holder | $1,562 | $3,057-48.9% | $3,841-59.3% | $5,124-69.5% |