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 | $61,664 | $104,251-40.9% | $91,004-32.2% | $147,586-58.2% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 13.94% | 27.06%-13.1pp | 4.60%+9.3pp | 578.59%-564.7pp |
| Employer contribution / active EE | $5,096 | $3,116+63.6% | $2,456+107.5% | $4,876+4.5% |
| Participant deferral / active EE | $6,037 | $4,195+43.9% | $3,548+70.2% | $5,439+11.0% |
| Admin fee / account holder | $2,983 | $8,948-66.7% | $5,417-44.9% | $10,886-72.6% |