Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,444 | $124,425-51.4% | $112,040-46.1% | $137,256-56.0% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.5%+5.9pp | 80.0%+2.4pp |
| Annual return | 22.46% | 24.72%-2.3pp | 24.52%-2.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $4,685 | $3,411+37.3% | $2,954+58.6% | $4,156+12.7% |
| Participant deferral / active EE | $11,745 | $5,718+105.4% | $5,098+130.4% | $6,407+83.3% |
| Admin fee / account holder | $1,905 | $15,207-87.5% | $12,098-84.2% | $12,270-84.5% |