Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $54,852 | $110,379-50.3% | $102,412-46.4% | $145,884-62.4% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 15.46% | 24.84%-9.4pp | 24.94%-9.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $3,695 | $4,216-12.4% | $3,870-4.5% | $4,662-20.8% |
| Participant deferral / active EE | $6,682 | $5,622+18.9% | $5,060+32.1% | $6,690-0.1% |
| Admin fee / account holder | $1,899 | $9,745-80.5% | $8,388-77.4% | $13,392-85.8% |