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 | $53,782 | $93,598-42.5% | $135,974-60.4% | $75,173-28.5% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.8pp | 67.2%+22.5pp |
| Annual return | 20.67% | 30.89%-10.2pp | 68.30%-47.6pp | 160.72%-140.0pp |
| Employer contribution / active EE | $3,935 | $3,538+11.2% | $4,859-19.0% | $2,671+47.3% |
| Participant deferral / active EE | $7,086 | $6,405+10.6% | $7,760-8.7% | $4,126+71.7% |
| Admin fee / account holder | $2,760 | $6,978-60.4% | $10,767-74.4% | $5,651-51.1% |