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 | $84,976 | $123,000-30.9% | $105,582-19.5% | $198,609-57.2% |
| Participation rate | 75.0% | 76.8%-1.8pp | 71.8%+3.2pp | 82.4%-7.4pp |
| Annual return | 16.74% | 18.31%-1.6pp | 18.61%-1.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $2,348 | $3,582-34.4% | $2,984-21.3% | $5,055-53.6% |
| Participant deferral / active EE | $11,463 | $5,013+128.7% | $4,353+163.3% | $6,977+64.3% |
| Admin fee / account holder | $8,906 | $16,254-45.2% | $12,856-30.7% | $19,030-53.2% |