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 | $60,236 | $124,330-51.6% | $109,173-44.8% | $167,536-64.0% |
| Participation rate | 95.5% | 79.5%+16.0pp | 75.9%+19.6pp | 82.1%+13.3pp |
| Annual return | 15.37% | 26.04%-10.7pp | 25.75%-10.4pp | 478.82%-463.4pp |
| Employer contribution / active EE | $9,621 | $4,209+128.6% | $3,723+158.4% | $4,839+98.8% |
| Participant deferral / active EE | $5,010 | $5,256-4.7% | $4,654+7.7% | $6,342-21.0% |
| Admin fee / account holder | $4,815 | $7,974-39.6% | $6,755-28.7% | $12,315-60.9% |