Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $46,334 | $143,969-67.8% | $199,883-76.8% | $82,637-43.9% |
| Participation rate | 97.4% | 84.1%+13.3pp | 86.8%+10.7pp | 68.1%+29.4pp |
| Annual return | 26.87% | 25.67%+1.2pp | 43.81%-16.9pp | 53.51%-26.6pp |
| Employer contribution / active EE | $5,767 | $4,632+24.5% | $6,261-7.9% | $2,552+126.0% |
| Participant deferral / active EE | $7,191 | $6,937+3.7% | $9,138-21.3% | $4,126+74.3% |
| Admin fee / account holder | $4,198 | $14,597-71.2% | $17,268-75.7% | $7,339-42.8% |