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 | $36,740 | $108,825-66.2% | $156,181-76.5% | $82,448-55.4% |
| Participation rate | 97.8% | 72.4%+25.5pp | 78.8%+19.0pp | 68.1%+29.8pp |
| Annual return | 17.26% | 20.59%-3.3pp | 64.87%-47.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,926 | $2,870+2.0% | $4,294-31.9% | $2,551+14.7% |
| Participant deferral / active EE | $6,973 | $4,577+52.3% | $6,132+13.7% | $4,139+68.5% |
| Admin fee / account holder | $6,201 | $9,341-33.6% | $14,586-57.5% | $7,234-14.3% |