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 | $60,664 | $81,504-25.6% | $102,437-40.8% | $80,959-25.1% |
| Participation rate | 81.5% | 66.9%+14.6pp | 74.5%+7.0pp | 67.7%+13.8pp |
| Annual return | 13.71% | 25.60%-11.9pp | 24.95%-11.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,962 | $3,104-4.6% | $3,871-23.5% | $2,757+7.4% |
| Participant deferral / active EE | $8,859 | $3,871+128.9% | $5,060+75.1% | $4,300+106.0% |
| Admin fee / account holder | $1,072 | $6,719-84.0% | $8,388-87.2% | $6,925-84.5% |