Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $33,470 | $112,729-70.3% | $98,716-66.1% | $137,256-75.6% |
| Participation rate | 77.3% | 74.2%+3.0pp | 69.3%+8.0pp | 80.0%-2.7pp |
| Annual return | 20.03% | 38.48%-18.4pp | 31.81%-11.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,735 | $2,725-36.3% | $2,279-23.9% | $4,156-58.3% |
| Participant deferral / active EE | $3,909 | $4,640-15.8% | $4,048-3.4% | $6,407-39.0% |
| Admin fee / account holder | $4,728 | $10,129-53.3% | $8,703-45.7% | $12,270-61.5% |