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 | $41,656 | $46,877-11.1% | $122,354-66.0% | $70,126-40.6% |
| Participation rate | 82.8% | 58.2%+24.6pp | 71.6%+11.2pp | 69.5%+13.3pp |
| Annual return | 18.64% | 24.22%-5.6pp | 30.28%-11.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $1,410 | $1,288+9.5% | $4,051-65.2% | $2,343-39.8% |
| Participant deferral / active EE | $2,942 | $2,167+35.7% | $3,287-10.5% | $3,332-11.7% |
| Admin fee / account holder | $2,093 | $3,324-37.0% | $5,479-61.8% | $4,645-54.9% |