Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,332 | $59,839-30.9% | $81,988-49.6% | $79,858-48.2% |
| Participation rate | 86.2% | 61.6%+24.6pp | 69.3%+17.0pp | 69.6%+16.6pp |
| Annual return | 39.08% | 17.56%+21.5pp | 41.31%-2.2pp | 31.72%+7.4pp |
| Employer contribution / active EE | $2,856 | $1,713+66.7% | $2,498+14.3% | $2,471+15.6% |
| Participant deferral / active EE | $4,987 | $2,695+85.0% | $3,722+34.0% | $3,740+33.3% |
| Admin fee / account holder | $987 | $4,287-77.0% | $5,665-82.6% | $5,306-81.4% |