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 | $36,291 | $106,749-66.0% | $145,433-75.0% | $82,448-56.0% |
| Participation rate | 91.7% | 75.6%+16.0pp | 82.1%+9.5pp | 68.1%+23.6pp |
| Annual return | 31.50% | 27.59%+3.9pp | 66.58%-35.1pp | 41.64%-10.1pp |
| Employer contribution / active EE | $2,093 | $3,444-39.2% | $4,554-54.0% | $2,551-17.9% |
| Participant deferral / active EE | $10,707 | $6,519+64.3% | $7,897+35.6% | $4,139+158.7% |
| Admin fee / account holder | $2,849 | $8,390-66.0% | $13,129-78.3% | $7,234-60.6% |