Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,268 | $97,289-46.3% | $92,805-43.7% | $155,188-66.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 16.54% | 29.03%-12.5pp | 31.59%-15.0pp | 148.84%-132.3pp |
| Employer contribution / active EE | $3,857 | $3,632+6.2% | $3,424+12.6% | $4,248-9.2% |
| Participant deferral / active EE | $3,099 | $8,795-64.8% | $8,448-63.3% | $6,531-52.5% |
| Admin fee / account holder | $12,307 | $12,015+2.4% | $10,911+12.8% | $14,480-15.0% |