Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $52,738 | $115,903-54.5% | $100,528-47.5% | $158,966-66.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 25.78% | 34.80%-9.0pp | 30.90%-5.1pp | 302.95%-277.2pp |
| Employer contribution / active EE | $2,469 | $4,105-39.9% | $3,419-27.8% | $4,762-48.2% |
| Participant deferral / active EE | $17,819 | $6,677+166.9% | $6,271+184.1% | $5,983+197.8% |
| Admin fee / account holder | $680 | $11,000-93.8% | $8,084-91.6% | $11,250-94.0% |