Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $62,328 | $84,236-26.0% | $170,435-63.4% | $70,126-11.1% |
| Participation rate | 86.7% | 70.8%+15.8pp | 83.6%+3.1pp | 69.5%+17.1pp |
| Annual return | 15.28% | 23.06%-7.8pp | 205.94%-190.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $2,721 | $3,387-19.7% | $5,432-49.9% | $2,343+16.1% |
| Participant deferral / active EE | $5,208 | $3,086+68.8% | $4,939+5.4% | $3,332+56.3% |
| Admin fee / account holder | $1,040 | $5,698-81.8% | $13,881-92.5% | $4,645-77.6% |