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 | $49,593 | $95,404-48.0% | $113,397-56.3% | $82,637-40.0% |
| Participation rate | 81.0% | 72.8%+8.1pp | 76.5%+4.5pp | 68.1%+12.9pp |
| Annual return | 24.77% | 19.08%+5.7pp | 23.20%+1.6pp | 53.51%-28.7pp |
| Employer contribution / active EE | $3,020 | $2,307+30.9% | $2,977+1.4% | $2,552+18.3% |
| Participant deferral / active EE | $5,487 | $4,220+30.0% | $5,076+8.1% | $4,126+33.0% |
| Admin fee / account holder | $2,731 | $9,168-70.2% | $11,957-77.2% | $7,339-62.8% |