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 | $56,542 | $115,911-51.2% | $100,530-43.8% | $158,950-64.4% |
| Participation rate | 94.1% | 81.6%+12.5pp | 79.4%+14.7pp | 82.0%+12.2pp |
| Annual return | 37.76% | 34.80%+3.0pp | 30.89%+6.9pp | 302.91%-265.2pp |
| Employer contribution / active EE | $1,765 | $4,104-57.0% | $3,418-48.4% | $4,762-62.9% |
| Participant deferral / active EE | $5,183 | $6,676-22.4% | $6,271-17.3% | $5,983-13.4% |
| Admin fee / account holder | $18,583 | $10,999+68.9% | $8,083+129.9% | $11,248+65.2% |