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 | $58,985 | $102,609-42.5% | $98,090-39.9% | $138,895-57.5% |
| Participation rate | 90.9% | 82.8%+8.1pp | 81.5%+9.4pp | 79.9%+11.0pp |
| Annual return | 19.09% | 36.44%-17.3pp | 37.05%-18.0pp | 145.39%-126.3pp |
| Employer contribution / active EE | $4,333 | $3,867+12.0% | $3,606+20.2% | $4,194+3.3% |
| Participant deferral / active EE | $7,443 | $8,167-8.9% | $7,845-5.1% | $6,396+16.4% |
| Admin fee / account holder | $9,058 | $11,434-20.8% | $11,815-23.3% | $12,562-27.9% |