Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,457 | $78,672-32.1% | $109,163-51.0% | $85,856-37.7% |
| Participation rate | 92.0% | 68.3%+23.7pp | 75.9%+16.1pp | 69.3%+22.7pp |
| Annual return | 12.52% | 25.09%-12.6pp | 25.75%-13.2pp | 318.58%-306.1pp |
| Employer contribution / active EE | $2,934 | $2,734+7.3% | $3,723-21.2% | $2,565+14.4% |
| Participant deferral / active EE | $4,781 | $3,467+37.9% | $4,654+2.7% | $3,952+21.0% |
| Admin fee / account holder | $6,159 | $5,470+12.6% | $6,754-8.8% | $6,261-1.6% |