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 | $61,491 | $162,812-62.2% | $133,971-54.1% | $158,966-61.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 22.33% | 41.94%-19.6pp | 45.09%-22.8pp | 302.95%-280.6pp |
| Employer contribution / active EE | $2,511 | $4,976-49.5% | $3,919-35.9% | $4,762-47.3% |
| Participant deferral / active EE | $6,086 | $5,910+3.0% | $5,047+20.6% | $5,983+1.7% |
| Admin fee / account holder | $514 | $11,741-95.6% | $8,929-94.2% | $11,250-95.4% |