Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $41,477 | $93,598-55.7% | $135,974-69.5% | $75,173-44.8% |
| Participation rate | 83.0% | 75.2%+7.8pp | 81.9%+1.1pp | 67.2%+15.8pp |
| Annual return | 17.93% | 30.89%-13.0pp | 68.30%-50.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $2,071 | $3,538-41.5% | $4,859-57.4% | $2,671-22.4% |
| Participant deferral / active EE | $4,221 | $6,405-34.1% | $7,760-45.6% | $4,126+2.3% |
| Admin fee / account holder | $603 | $6,978-91.4% | $10,767-94.4% | $5,651-89.3% |