Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $60,352 | $106,864-43.5% | $147,318-59.0% | $82,637-27.0% |
| Participation rate | 90.2% | 75.5%+14.7pp | 82.1%+8.1pp | 68.1%+22.1pp |
| Annual return | 21.92% | 27.49%-5.6pp | 70.43%-48.5pp | 53.51%-31.6pp |
| Employer contribution / active EE | $4,393 | $3,417+28.6% | $4,593-4.4% | $2,552+72.1% |
| Participant deferral / active EE | $7,068 | $6,496+8.8% | $7,906-10.6% | $4,126+71.3% |
| Admin fee / account holder | $4,762 | $8,415-43.4% | $13,708-65.3% | $7,339-35.1% |