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 | $56,629 | $76,551-26.0% | $123,894-54.3% | $62,881-9.9% |
| Participation rate | 97.1% | 73.0%+24.1pp | 81.4%+15.6pp | 69.3%+27.8pp |
| Annual return | 10.52% | 18.68%-8.2pp | 47.52%-37.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $5,964 | $2,882+106.9% | $4,617+29.2% | $2,281+161.5% |
| Participant deferral / active EE | $5,518 | $4,840+14.0% | $5,984-7.8% | $3,203+72.3% |
| Admin fee / account holder | $2,247 | $4,826-53.4% | $8,357-73.1% | $4,296-47.7% |