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 | $60,371 | $126,661-52.3% | $113,397-46.8% | $138,895-56.5% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.5%-5.1pp | 79.9%-8.5pp |
| Annual return | 18.62% | 25.05%-6.4pp | 23.20%-4.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,124 | $3,456-38.5% | $2,977-28.6% | $4,194-49.4% |
| Participant deferral / active EE | $4,835 | $5,693-15.1% | $5,076-4.8% | $6,396-24.4% |
| Admin fee / account holder | $2,898 | $14,549-80.1% | $11,957-75.8% | $12,562-76.9% |