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 | $62,220 | $58,099+7.1% | $76,902-19.1% | $75,177-17.2% |
| Participation rate | 98.5% | 63.9%+34.6pp | 69.6%+28.9pp | 67.2%+31.3pp |
| Annual return | 20.06% | 26.71%-6.7pp | 37.91%-17.9pp | 160.75%-140.7pp |
| Employer contribution / active EE | $5,497 | $1,996+175.5% | $2,534+116.9% | $2,671+105.8% |
| Participant deferral / active EE | $5,586 | $2,999+86.3% | $3,833+45.7% | $4,126+35.4% |
| Admin fee / account holder | $2,032 | $4,778-57.5% | $5,479-62.9% | $5,651-64.0% |