Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $47,186 | $106,864-55.8% | $147,318-68.0% | $82,637-42.9% |
| Participation rate | 87.5% | 75.5%+12.0pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 26.97% | 27.49%-0.5pp | 70.43%-43.5pp | 53.51%-26.5pp |
| Employer contribution / active EE | $3,208 | $3,417-6.1% | $4,593-30.1% | $2,552+25.7% |
| Participant deferral / active EE | $8,851 | $6,496+36.3% | $7,906+12.0% | $4,126+114.5% |
| Admin fee / account holder | $555 | $8,415-93.4% | $13,708-96.0% | $7,339-92.4% |