Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $57,962 | $89,698-35.4% | $103,464-44.0% | $80,874-28.3% |
| Participation rate | 89.0% | 76.0%+13.1pp | 80.5%+8.5pp | 67.6%+21.4pp |
| Annual return | 32.05% | 22.78%+9.3pp | 23.91%+8.1pp | 35.62%-3.6pp |
| Employer contribution / active EE | $5,752 | $4,018+43.1% | $4,677+23.0% | $2,756+108.7% |
| Participant deferral / active EE | $13,201 | $5,456+141.9% | $6,624+99.3% | $4,297+207.2% |
| Admin fee / account holder | $1,573 | $6,768-76.8% | $9,410-83.3% | $6,935-77.3% |