Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $59,459 | $78,197-24.0% | $98,090-39.4% | $82,637-28.0% |
| Participation rate | 98.2% | 77.5%+20.8pp | 81.5%+16.7pp | 68.1%+30.2pp |
| Annual return | 20.03% | 40.25%-20.2pp | 37.05%-17.0pp | 53.51%-33.5pp |
| Employer contribution / active EE | $4,706 | $2,605+80.7% | $3,606+30.5% | $2,552+84.4% |
| Participant deferral / active EE | $13,318 | $6,636+100.7% | $7,845+69.8% | $4,126+222.8% |
| Admin fee / account holder | $4,822 | $14,832-67.5% | $11,815-59.2% | $7,339-34.3% |