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 | $50,928 | $76,551-33.5% | $123,894-58.9% | $62,881-19.0% |
| Participation rate | 84.6% | 73.0%+11.6pp | 81.4%+3.2pp | 69.3%+15.3pp |
| Annual return | 8.99% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $5,093 | $2,882+76.7% | $4,617+10.3% | $2,281+123.3% |
| Participant deferral / active EE | $5,353 | $4,840+10.6% | $5,984-10.5% | $3,203+67.1% |
| Admin fee / account holder | $4,302 | $4,826-10.8% | $8,357-48.5% | $4,296+0.2% |