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 | $72,454 | $86,949-16.7% | $102,460-29.3% | $80,959-10.5% |
| Participation rate | 95.1% | 72.4%+22.7pp | 76.5%+18.6pp | 67.7%+27.5pp |
| Annual return | 12.30% | 18.89%-6.6pp | 29.47%-17.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $8,436 | $2,370+256.0% | $3,025+178.9% | $2,757+206.0% |
| Participant deferral / active EE | $7,059 | $4,121+71.3% | $5,056+39.6% | $4,300+64.1% |
| Admin fee / account holder | $995 | $8,048-87.6% | $9,460-89.5% | $6,925-85.6% |