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 | $73,637 | $124,330-40.8% | $109,173-32.6% | $167,536-56.0% |
| Participation rate | 81.8% | 79.5%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 15.28% | 26.04%-10.8pp | 25.75%-10.5pp | 478.82%-463.5pp |
| Employer contribution / active EE | $2,263 | $4,209-46.2% | $3,723-39.2% | $4,839-53.2% |
| Participant deferral / active EE | $4,690 | $5,256-10.8% | $4,654+0.8% | $6,342-26.1% |
| Admin fee / account holder | $1,337 | $7,974-83.2% | $6,755-80.2% | $12,315-89.1% |