Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,355 | $81,331-25.8% | $155,534-61.2% | $80,935-25.4% |
| Participation rate | 70.0% | 66.3%+3.7pp | 78.2%-8.2pp | 67.7%+2.3pp |
| Annual return | 19.64% | 33.37%-13.7pp | 64.92%-45.3pp | 35.66%-16.0pp |
| Employer contribution / active EE | $3,361 | $3,105+8.2% | $4,675-28.1% | $2,757+21.9% |
| Participant deferral / active EE | $7,766 | $3,454+124.8% | $5,630+37.9% | $4,299+80.6% |
| Admin fee / account holder | $667 | $7,999-91.7% | $15,900-95.8% | $6,924-90.4% |