Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,776 | $106,247-55.0% | $96,515-50.5% | $139,466-65.7% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 16.28% | 38.47%-22.2pp | 35.73%-19.5pp | 373.66%-357.4pp |
| Employer contribution / active EE | $2,365 | $4,106-42.4% | $3,740-36.7% | $4,754-50.2% |
| Participant deferral / active EE | $3,795 | $5,456-30.4% | $4,880-22.2% | $6,712-43.5% |
| Admin fee / account holder | $1,979 | $7,885-74.9% | $6,735-70.6% | $11,409-82.7% |