Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,136 | $93,598-57.1% | $135,974-70.5% | $75,173-46.6% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 18.76% | 30.89%-12.1pp | 68.30%-49.5pp | 160.72%-142.0pp |
| Employer contribution / active EE | $3,837 | $3,538+8.5% | $4,859-21.0% | $2,671+43.7% |
| Participant deferral / active EE | $6,773 | $6,405+5.7% | $7,760-12.7% | $4,126+64.1% |
| Admin fee / account holder | $1,513 | $6,978-78.3% | $10,767-85.9% | $5,651-73.2% |