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 | $62,079 | $114,712-45.9% | $173,730-64.3% | $87,485-29.0% |
| Participation rate | 93.2% | 73.0%+20.2pp | 79.6%+13.6pp | 68.9%+24.3pp |
| Annual return | 19.67% | 20.18%-0.5pp | 19.96%-0.3pp | 26.06%-6.4pp |
| Employer contribution / active EE | $4,983 | $2,904+71.6% | $4,577+8.9% | $2,596+91.9% |
| Participant deferral / active EE | $11,403 | $4,642+145.7% | $6,326+80.2% | $4,274+166.8% |
| Admin fee / account holder | $14,003 | $10,210+37.2% | $17,523-20.1% | $7,775+80.1% |