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 | $50,794 | $95,404-46.8% | $113,397-55.2% | $82,637-38.5% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 19.67% | 19.08%+0.6pp | 23.20%-3.5pp | 53.51%-33.8pp |
| Employer contribution / active EE | $4,718 | $2,307+104.5% | $2,977+58.5% | $2,552+84.9% |
| Participant deferral / active EE | $9,948 | $4,220+135.8% | $5,076+96.0% | $4,126+141.1% |
| Admin fee / account holder | $531 | $9,168-94.2% | $11,957-95.6% | $7,339-92.8% |