Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,552 | $125,797-59.8% | $170,057-70.3% | $75,177-32.8% |
| Participation rate | 76.0% | 83.6%-7.6pp | 87.0%-11.0pp | 67.2%+8.8pp |
| Annual return | 18.74% | 27.20%-8.5pp | 53.42%-34.7pp | 160.75%-142.0pp |
| Employer contribution / active EE | $7,402 | $4,616+60.4% | $6,790+9.0% | $2,671+177.1% |
| Participant deferral / active EE | $12,621 | $6,838+84.6% | $10,411+21.2% | $4,126+205.9% |
| Admin fee / account holder | $2,818 | $8,177-65.5% | $12,826-78.0% | $5,651-50.1% |