Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $50,887 | $112,729-54.9% | $98,716-48.5% | $137,256-62.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 13.78% | 38.48%-24.7pp | 31.81%-18.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,661 | $2,725-2.4% | $2,279+16.8% | $4,156-36.0% |
| Participant deferral / active EE | $6,571 | $4,640+41.6% | $4,048+62.3% | $6,407+2.6% |
| Admin fee / account holder | $390 | $10,129-96.2% | $8,703-95.5% | $12,270-96.8% |