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 | $37,602 | $93,598-59.8% | $135,974-72.3% | $75,173-50.0% |
| Participation rate | 96.5% | 75.2%+21.3pp | 81.9%+14.6pp | 67.2%+29.3pp |
| Annual return | 25.01% | 30.89%-5.9pp | 68.30%-43.3pp | 160.72%-135.7pp |
| Employer contribution / active EE | $2,531 | $3,538-28.5% | $4,859-47.9% | $2,671-5.2% |
| Participant deferral / active EE | $5,590 | $6,405-12.7% | $7,760-28.0% | $4,126+35.5% |
| Admin fee / account holder | $6,086 | $6,978-12.8% | $10,767-43.5% | $5,651+7.7% |