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 | $52,248 | $76,564-31.8% | $105,582-50.5% | $94,015-44.4% |
| Participation rate | 91.8% | 65.2%+26.7pp | 71.8%+20.1pp | 70.8%+21.0pp |
| Annual return | 15.62% | 20.69%-5.1pp | 18.61%-3.0pp | 17.84%-2.2pp |
| Employer contribution / active EE | $2,449 | $1,995+22.7% | $2,984-17.9% | $2,790-12.2% |
| Participant deferral / active EE | $4,014 | $3,320+20.9% | $4,353-7.8% | $4,249-5.5% |
| Admin fee / account holder | $2,553 | $7,129-64.2% | $12,856-80.1% | $8,951-71.5% |