Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,108 | $211,105-76.3% | $178,449-71.9% | $145,978-65.7% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.36% | 30.19%-15.8pp | 27.09%-12.7pp | 550.52%-536.2pp |
| Employer contribution / active EE | $2,304 | $4,569-49.6% | $3,951-41.7% | $4,662-50.6% |
| Participant deferral / active EE | $8,655 | $6,959+24.4% | $6,277+37.9% | $6,690+29.4% |
| Admin fee / account holder | $1,081 | $12,017-91.0% | $10,362-89.6% | $13,400-91.9% |