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 | $60,088 | $98,776-39.2% | $149,745-59.9% | $79,856-24.8% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.5%+7.0pp | 69.6%+19.8pp |
| Annual return | 15.11% | 27.38%-12.3pp | 276.72%-261.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,407 | $3,217+5.9% | $4,646-26.7% | $2,471+37.9% |
| Participant deferral / active EE | $7,469 | $5,681+31.5% | $6,843+9.1% | $3,741+99.7% |
| Admin fee / account holder | $7,483 | $6,053+23.6% | $9,312-19.6% | $5,306+41.0% |