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 | $56,102 | $49,657+13.0% | $93,063-39.7% | $67,986-17.5% |
| Participation rate | 90.1% | 49.9%+40.2pp | 72.1%+18.0pp | 57.2%+32.9pp |
| Annual return | 31.04% | 26.27%+4.8pp | 34.15%-3.1pp | 31.67%-0.6pp |
| Employer contribution / active EE | $3,211 | $1,279+151.2% | $2,476+29.7% | $2,019+59.1% |
| Participant deferral / active EE | $6,074 | $2,484+144.5% | $3,958+53.4% | $3,358+80.9% |
| Admin fee / account holder | $9,815 | $2,843+245.3% | $6,033+62.7% | $3,203+206.4% |