Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $66,554 | $68,705-3.1% | $86,279-22.9% | $82,637-19.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 78.7%+21.3pp | 68.1%+31.9pp |
| Annual return | 18.15% | 16.81%+1.3pp | 30.40%-12.2pp | 53.51%-35.4pp |
| Employer contribution / active EE | $5,864 | $3,714+57.9% | $4,663+25.8% | $2,552+129.8% |
| Participant deferral / active EE | $5,974 | $4,188+42.6% | $5,658+5.6% | $4,126+44.8% |
| Admin fee / account holder | $1,754 | $6,541-73.2% | $10,485-83.3% | $7,339-76.1% |