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 | $61,569 | $72,269-14.8% | $101,271-39.2% | $79,852-22.9% |
| Participation rate | 92.7% | 68.5%+24.2pp | 75.8%+16.9pp | 69.6%+23.0pp |
| Annual return | 23.52% | 22.29%+1.2pp | 46.48%-23.0pp | 31.72%-8.2pp |
| Employer contribution / active EE | $1,811 | $2,692-32.7% | $3,660-50.5% | $2,471-26.7% |
| Participant deferral / active EE | $4,751 | $3,282+44.8% | $4,371+8.7% | $3,740+27.0% |
| Admin fee / account holder | $2,950 | $4,401-33.0% | $5,948-50.4% | $5,306-44.4% |