Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,627 | $99,053-75.1% | $88,179-72.1% | $138,895-82.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.1%+2.3pp | 79.9%-8.5pp |
| Annual return | 18.45% | 78.17%-59.7pp | 64.97%-46.5pp | 145.39%-126.9pp |
| Employer contribution / active EE | $2,092 | $2,882-27.4% | $2,549-17.9% | $4,194-50.1% |
| Participant deferral / active EE | $3,121 | $5,225-40.3% | $4,614-32.3% | $6,396-51.2% |
| Admin fee / account holder | $5,879 | $8,748-32.8% | $7,673-23.4% | $12,562-53.2% |