Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,416 | $106,749-55.6% | $145,433-67.4% | $82,448-42.5% |
| Participation rate | 97.8% | 75.6%+22.1pp | 82.1%+15.7pp | 68.1%+29.7pp |
| Annual return | 24.11% | 27.59%-3.5pp | 66.58%-42.5pp | 41.64%-17.5pp |
| Employer contribution / active EE | $4,536 | $3,444+31.7% | $4,554-0.4% | $2,551+77.8% |
| Participant deferral / active EE | $9,815 | $6,519+50.6% | $7,897+24.3% | $4,139+137.1% |
| Admin fee / account holder | $8,047 | $8,390-4.1% | $13,129-38.7% | $7,234+11.2% |