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 | $50,893 | $65,367-22.1% | $92,915-45.2% | $72,976-30.3% |
| Participation rate | 78.7% | 68.3%+10.4pp | 76.0%+2.7pp | 69.5%+9.2pp |
| Annual return | 23.96% | 42.11%-18.1pp | 109.45%-85.5pp | 81.02%-57.1pp |
| Employer contribution / active EE | $2,588 | $2,594-0.2% | $3,653-29.2% | $2,440+6.0% |
| Participant deferral / active EE | $4,487 | $3,128+43.4% | $4,238+5.9% | $3,608+24.4% |
| Admin fee / account holder | $1,599 | $4,251-62.4% | $5,796-72.4% | $5,124-68.8% |