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 | $55,954 | $67,606-17.2% | $82,313-32.0% | $70,124-20.2% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 20.18% | 21.57%-1.4pp | 25.88%-5.7pp | 73.14%-53.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,220 | $2,987+108.2% | $3,706+67.8% | $3,332+86.7% |
| Admin fee / account holder | $1,179 | $4,512-73.9% | $5,608-79.0% | $4,645-74.6% |