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 | $62,520 | $81,487-23.3% | $102,412-39.0% | $80,935-22.8% |
| Participation rate | 96.4% | 66.8%+29.6pp | 74.5%+21.9pp | 67.7%+28.8pp |
| Annual return | 15.86% | 25.60%-9.7pp | 24.94%-9.1pp | 35.66%-19.8pp |
| Employer contribution / active EE | $4,805 | $3,103+54.8% | $3,870+24.2% | $2,757+74.3% |
| Participant deferral / active EE | $4,281 | $3,871+10.6% | $5,060-15.4% | $4,299-0.4% |
| Admin fee / account holder | $4,955 | $6,717-26.2% | $8,388-40.9% | $6,924-28.4% |