Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,531 | $184,014-83.4% | $161,149-81.1% | $138,895-78.0% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.8%+3.0pp | 79.9%+1.9pp |
| Annual return | 23.75% | 21.52%+2.2pp | 21.16%+2.6pp | 145.39%-121.6pp |
| Employer contribution / active EE | $10,040 | $5,055+98.6% | $4,360+130.3% | $4,194+139.4% |
| Participant deferral / active EE | $4,024 | $6,909-41.8% | $6,153-34.6% | $6,396-37.1% |
| Admin fee / account holder | $2,188 | $18,027-87.9% | $15,194-85.6% | $12,562-82.6% |