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 | $45,433 | $46,877-3.1% | $122,354-62.9% | $70,126-35.2% |
| Participation rate | 77.8% | 58.2%+19.6pp | 71.6%+6.1pp | 69.5%+8.2pp |
| Annual return | 16.55% | 24.22%-7.7pp | 30.28%-13.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,908 | $1,288+48.1% | $4,051-52.9% | $2,343-18.5% |
| Participant deferral / active EE | $4,834 | $2,167+123.0% | $3,287+47.0% | $3,332+45.1% |
| Admin fee / account holder | $4,797 | $3,324+44.3% | $5,479-12.4% | $4,645+3.3% |