Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $58,491 | $181,896-67.8% | $156,551-62.6% | $273,972-78.7% |
| Participation rate | 86.4% | 88.4%-2.0pp | 84.0%+2.3pp | 83.0%+3.3pp |
| Annual return | 6.80% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $9,257 | $6,248+48.2% | $5,501+68.3% | $4,869+90.1% |
| Participant deferral / active EE | $5,706 | $5,550+2.8% | $4,871+17.1% | $5,287+7.9% |
| Admin fee / account holder | $2,353 | $15,560-84.9% | $13,028-81.9% | $10,133-76.8% |