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 | $35,066 | $110,137-68.2% | $161,149-78.2% | $82,637-57.6% |
| Participation rate | 96.6% | 72.4%+24.2pp | 78.8%+17.7pp | 68.1%+28.5pp |
| Annual return | 14.74% | 20.69%-5.9pp | 21.16%-6.4pp | 53.51%-38.8pp |
| Employer contribution / active EE | $5,558 | $2,856+94.6% | $4,360+27.5% | $2,552+117.8% |
| Participant deferral / active EE | $2,076 | $4,575-54.6% | $6,153-66.3% | $4,126-49.7% |
| Admin fee / account holder | $470 | $9,467-95.0% | $15,194-96.9% | $7,339-93.6% |