Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $52,203 | $87,166-40.1% | $76,735-32.0% | $137,256-62.0% |
| Participation rate | 78.6% | 74.4%+4.2pp | 69.5%+9.1pp | 80.0%-1.4pp |
| Annual return | 18.23% | 26.50%-8.3pp | 29.77%-11.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,000 | $2,904+37.7% | $2,454+63.0% | $4,156-3.7% |
| Participant deferral / active EE | $12,658 | $4,726+167.8% | $4,088+209.6% | $6,407+97.6% |
| Admin fee / account holder | $3,660 | $8,403-56.4% | $7,189-49.1% | $12,270-70.2% |