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 | $56,913 | $57,073-0.3% | $85,126-33.1% | $80,925-29.7% |
| Participation rate | 93.1% | 56.4%+36.7pp | 67.5%+25.6pp | 67.7%+25.4pp |
| Annual return | 14.31% | 21.69%-7.4pp | 66.63%-52.3pp | 35.65%-21.3pp |
| Employer contribution / active EE | $5,049 | $1,801+180.4% | $2,731+84.8% | $2,756+83.2% |
| Participant deferral / active EE | $7,848 | $3,113+152.1% | $4,523+73.5% | $4,299+82.6% |
| Admin fee / account holder | $14,144 | $4,988+183.6% | $6,160+129.6% | $6,940+103.8% |