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 | $50,876 | $127,387-60.1% | $115,038-55.8% | $125,389-59.4% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | 0.41% | 31.28%-30.9pp | 26.14%-25.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $5,105 | $5,166-1.2% | $4,608+10.8% | $4,866+4.9% |
| Participant deferral / active EE | $4,432 | $6,423-31.0% | $6,026-26.5% | $5,352-17.2% |
| Admin fee / account holder | $6,350 | $9,516-33.3% | $8,175-22.3% | $9,541-33.4% |