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 | $49,883 | $172,111-71.0% | $150,298-66.8% | $137,256-63.7% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 22.26% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,351 | $4,636-49.3% | $4,154-43.4% | $4,156-43.4% |
| Participant deferral / active EE | $8,222 | $6,166+33.3% | $5,453+50.8% | $6,407+28.3% |
| Admin fee / account holder | $364 | $16,471-97.8% | $14,116-97.4% | $12,270-97.0% |