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 | $56,724 | $83,485-32.1% | $125,180-54.7% | $72,983-22.3% |
| Participation rate | 81.5% | 73.3%+8.2pp | 79.8%+1.7pp | 69.5%+12.0pp |
| Annual return | 23.64% | 25.78%-2.1pp | 43.79%-20.2pp | 81.01%-57.4pp |
| Employer contribution / active EE | $3,032 | $2,346+29.3% | $3,866-21.6% | $2,440+24.3% |
| Participant deferral / active EE | $4,595 | $3,586+28.2% | $4,937-6.9% | $3,608+27.4% |
| Admin fee / account holder | $1,626 | $5,518-70.5% | $9,703-83.2% | $5,124-68.3% |