Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,035 | $81,331-63.1% | $155,534-80.7% | $80,935-62.9% |
| Participation rate | 96.0% | 66.3%+29.7pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 38.53% | 33.37%+5.2pp | 64.92%-26.4pp | 35.66%+2.9pp |
| Employer contribution / active EE | $4,722 | $3,105+52.1% | $4,675+1.0% | $2,757+71.3% |
| Participant deferral / active EE | $3,695 | $3,454+7.0% | $5,630-34.4% | $4,299-14.0% |
| Admin fee / account holder | $8,336 | $7,999+4.2% | $15,900-47.6% | $6,924+20.4% |