Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $60,474 | $136,860-55.8% | $120,344-49.7% | $154,746-60.9% |
| Participation rate | 94.4% | 79.9%+14.6pp | 76.7%+17.7pp | 80.7%+13.7pp |
| Annual return | 15.25% | 21.38%-6.1pp | 20.30%-5.0pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,977 | $3,533-44.1% | $3,020-34.5% | $4,379-54.9% |
| Participant deferral / active EE | $5,817 | $5,793+0.4% | $5,135+13.3% | $6,730-13.6% |
| Admin fee / account holder | $2,481 | $15,393-83.9% | $12,742-80.5% | $14,365-82.7% |