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 | $59,816 | $153,311-61.0% | $109,313-45.3% | $273,972-78.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.70% | 29.86%-23.2pp | 22.07%-15.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $5,475 | $5,619-2.6% | $3,892+40.7% | $4,869+12.4% |
| Participant deferral / active EE | $8,102 | $3,932+106.0% | $3,166+155.9% | $5,287+53.2% |
| Admin fee / account holder | $3,885 | $8,076-51.9% | $5,666-31.4% | $10,133-61.7% |