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 | $45,544 | $106,749-57.3% | $145,433-68.7% | $82,448-44.8% |
| Participation rate | 96.6% | 75.6%+20.9pp | 82.1%+14.4pp | 68.1%+28.5pp |
| Annual return | 22.11% | 27.59%-5.5pp | 66.58%-44.5pp | 41.64%-19.5pp |
| Employer contribution / active EE | $5,445 | $3,444+58.1% | $4,554+19.6% | $2,551+113.5% |
| Participant deferral / active EE | $10,363 | $6,519+59.0% | $7,897+31.2% | $4,139+150.4% |
| Admin fee / account holder | $1,004 | $8,390-88.0% | $13,129-92.4% | $7,234-86.1% |