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 | $55,732 | $51,207+8.8% | $70,565-21.0% | $75,177-25.9% |
| Participation rate | 96.9% | 61.0%+35.9pp | 68.4%+28.5pp | 67.2%+29.7pp |
| Annual return | 18.33% | 30.05%-11.7pp | 32.79%-14.5pp | 160.75%-142.4pp |
| Employer contribution / active EE | $4,195 | $1,826+129.7% | $2,976+41.0% | $2,671+57.0% |
| Participant deferral / active EE | $8,033 | $2,850+181.9% | $4,568+75.8% | $4,126+94.7% |
| Admin fee / account holder | $3,066 | $4,097-25.2% | $6,430-52.3% | $5,651-45.7% |