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 | $48,635 | $81,446-40.3% | $103,374-53.0% | $80,874-39.9% |
| Participation rate | 97.4% | 66.9%+30.5pp | 74.5%+22.9pp | 67.6%+29.7pp |
| Annual return | 10.88% | 25.57%-14.7pp | 24.89%-14.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $5,181 | $3,107+66.7% | $3,869+33.9% | $2,756+88.0% |
| Participant deferral / active EE | $6,667 | $3,870+72.3% | $5,058+31.8% | $4,297+55.2% |
| Admin fee / account holder | $3,583 | $6,715-46.6% | $8,394-57.3% | $6,935-48.3% |