Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $60,060 | $106,247-43.5% | $96,515-37.8% | $139,466-56.9% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 16.72% | 38.47%-21.7pp | 35.73%-19.0pp | 373.66%-356.9pp |
| Employer contribution / active EE | $3,691 | $4,106-10.1% | $3,740-1.3% | $4,754-22.4% |
| Participant deferral / active EE | $7,965 | $5,456+46.0% | $4,880+63.2% | $6,712+18.7% |
| Admin fee / account holder | $2,754 | $7,885-65.1% | $6,735-59.1% | $11,409-75.9% |