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 | $56,204 | $77,460-27.4% | $100,378-44.0% | $80,925-30.5% |
| Participation rate | 83.8% | 76.9%+6.8pp | 81.5%+2.3pp | 67.7%+16.1pp |
| Annual return | 15.90% | 37.24%-21.3pp | 49.41%-33.5pp | 35.65%-19.7pp |
| Employer contribution / active EE | $4,739 | $2,801+69.2% | $3,942+20.2% | $2,756+71.9% |
| Participant deferral / active EE | $9,691 | $6,818+42.1% | $8,087+19.8% | $4,299+125.4% |
| Admin fee / account holder | $4,504 | $5,887-23.5% | $7,899-43.0% | $6,940-35.1% |