Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $62,460 | $106,524-41.4% | $152,301-59.0% | $87,485-28.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 20.36% | 26.89%-6.5pp | 80.50%-60.1pp | 26.06%-5.7pp |
| Employer contribution / active EE | $5,055 | $3,371+49.9% | $4,624+9.3% | $2,596+94.7% |
| Participant deferral / active EE | $10,834 | $6,525+66.0% | $8,004+35.4% | $4,274+153.5% |
| Admin fee / account holder | $7,901 | $8,287-4.7% | $14,398-45.1% | $7,775+1.6% |