Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $55,650 | $199,109-72.1% | $173,730-68.0% | $154,746-64.0% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.6%+7.9pp | 80.7%+6.8pp |
| Annual return | 19.36% | 20.02%-0.7pp | 19.96%-0.6pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,483 | $5,311-53.2% | $4,577-45.7% | $4,379-43.3% |
| Participant deferral / active EE | $7,463 | $7,113+4.9% | $6,326+18.0% | $6,730+10.9% |
| Admin fee / account holder | $449 | $20,916-97.9% | $17,523-97.4% | $14,365-96.9% |