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 | $74,478 | $111,814-33.4% | $103,378-28.0% | $145,978-49.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 15.39% | 24.80%-9.4pp | 24.91%-9.5pp | 550.52%-535.1pp |
| Employer contribution / active EE | $2,091 | $4,215-50.4% | $3,870-46.0% | $4,662-55.1% |
| Participant deferral / active EE | $6,368 | $5,618+13.4% | $5,058+25.9% | $6,690-4.8% |
| Admin fee / account holder | $3,085 | $9,764-68.4% | $8,401-63.3% | $13,400-77.0% |