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 | $59,430 | $72,492-18.0% | $87,104-31.8% | $72,975-18.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.41% | 24.46%+0.9pp | 28.19%-2.8pp | 81.01%-55.6pp |
| Employer contribution / active EE | $3,367 | $1,894+77.8% | $2,521+33.5% | $2,440+38.0% |
| Participant deferral / active EE | $5,447 | $3,270+66.6% | $4,048+34.5% | $3,608+51.0% |
| Admin fee / account holder | $3,208 | $5,055-36.5% | $7,491-57.2% | $5,124-37.4% |