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 | $55,156 | $93,598-41.1% | $135,974-59.4% | $75,173-26.6% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 21.33% | 30.89%-9.6pp | 68.30%-47.0pp | 160.72%-139.4pp |
| Employer contribution / active EE | $2,299 | $3,538-35.0% | $4,859-52.7% | $2,671-13.9% |
| Participant deferral / active EE | $6,677 | $6,405+4.2% | $7,760-14.0% | $4,126+61.8% |
| Admin fee / account holder | $1,619 | $6,978-76.8% | $10,767-85.0% | $5,651-71.4% |