Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $63,348 | $90,400-29.9% | $186,193-66.0% | $87,485-27.6% |
| Participation rate | 97.0% | 66.2%+30.8pp | 77.1%+19.9pp | 68.9%+28.0pp |
| Annual return | 17.08% | 22.15%-5.1pp | 78.03%-60.9pp | 26.06%-9.0pp |
| Employer contribution / active EE | $3,637 | $2,170+67.6% | $3,918-7.2% | $2,596+40.1% |
| Participant deferral / active EE | $8,064 | $4,330+86.3% | $6,513+23.8% | $4,274+88.7% |
| Admin fee / account holder | $4,762 | $8,673-45.1% | $11,058-56.9% | $7,775-38.8% |