Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $67,551 | $78,520-14.0% | $96,576-30.1% | $82,448-18.1% |
| Participation rate | 89.2% | 77.7%+11.5pp | 81.4%+7.7pp | 68.1%+21.1pp |
| Annual return | 44.28% | 41.30%+3.0pp | 38.47%+5.8pp | 41.64%+2.6pp |
| Employer contribution / active EE | $5,192 | $2,630+97.4% | $3,553+46.1% | $2,551+103.5% |
| Participant deferral / active EE | $12,514 | $6,754+85.3% | $7,956+57.3% | $4,139+202.3% |
| Admin fee / account holder | $6,987 | $13,455-48.1% | $11,381-38.6% | $7,234-3.4% |