Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $59,449 | $73,978-19.6% | $96,515-38.4% | $75,173-20.9% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | 15.44% | 26.72%-11.3pp | 35.73%-20.3pp | 160.72%-145.3pp |
| Employer contribution / active EE | $9,888 | $2,931+237.4% | $3,740+164.4% | $2,671+270.2% |
| Participant deferral / active EE | $2,081 | $3,660-43.1% | $4,880-57.4% | $4,126-49.6% |
| Admin fee / account holder | $6,766 | $5,219+29.6% | $6,735+0.5% | $5,651+19.7% |