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 | $57,246 | $55,932+2.3% | $76,735-25.4% | $67,986-15.8% |
| Participation rate | 72.6% | 50.8%+21.8pp | 69.5%+3.1pp | 57.2%+15.4pp |
| Annual return | 23.33% | 23.10%+0.2pp | 29.77%-6.4pp | 31.67%-8.3pp |
| Employer contribution / active EE | $3,014 | $1,487+102.7% | $2,454+22.8% | $2,019+49.3% |
| Participant deferral / active EE | $7,129 | $2,558+178.7% | $4,088+74.4% | $3,358+112.3% |
| Admin fee / account holder | $6,072 | $4,907+23.7% | $7,189-15.5% | $3,203+89.5% |