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 | $57,538 | $58,627-1.9% | $76,735-25.0% | $82,448-30.2% |
| Participation rate | 92.9% | 63.2%+29.6pp | 69.5%+23.4pp | 68.1%+24.8pp |
| Annual return | 15.37% | 39.10%-23.7pp | 29.77%-14.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $4,499 | $1,729+160.2% | $2,454+83.3% | $2,551+76.4% |
| Participant deferral / active EE | $10,191 | $3,134+225.2% | $4,088+149.3% | $4,139+146.2% |
| Admin fee / account holder | $9,443 | $5,323+77.4% | $7,189+31.3% | $7,234+30.5% |