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 | $49,696 | $75,963-34.6% | $97,995-49.3% | $70,126-29.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 27.44% | 19.26%+8.2pp | 23.94%+3.5pp | 73.15%-45.7pp |
| Employer contribution / active EE | $2,864 | $3,278-12.6% | $4,158-31.1% | $2,343+22.3% |
| Participant deferral / active EE | $6,303 | $4,053+55.5% | $5,097+23.7% | $3,332+89.2% |
| Admin fee / account holder | $570 | $5,407-89.5% | $5,943-90.4% | $4,645-87.7% |