Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,211 | $93,617-62.4% | $135,982-74.1% | $75,177-53.2% |
| Participation rate | 90.3% | 75.2%+15.1pp | 81.9%+8.4pp | 67.2%+23.1pp |
| Annual return | 26.36% | 30.89%-4.5pp | 68.32%-42.0pp | 160.75%-134.4pp |
| Employer contribution / active EE | $4,336 | $3,538+22.5% | $4,859-10.8% | $2,671+62.3% |
| Participant deferral / active EE | $3,614 | $6,406-43.6% | $7,760-53.4% | $4,126-12.4% |
| Admin fee / account holder | $814 | $6,980-88.3% | $10,767-92.4% | $5,651-85.6% |