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 | $62,761 | $181,896-65.5% | $156,551-59.9% | $273,972-77.1% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 10.07% | 30.74%-20.7pp | 32.23%-22.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $2,690 | $6,248-57.0% | $5,501-51.1% | $4,869-44.8% |
| Participant deferral / active EE | $3,816 | $5,550-31.2% | $4,871-21.7% | $5,287-27.8% |
| Admin fee / account holder | $362 | $15,560-97.7% | $13,028-97.2% | $10,133-96.4% |