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 | $25,235 | $124,980-79.8% | $108,359-76.7% | $154,746-83.7% |
| Participation rate | 90.0% | 75.2%+14.8pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 19.38% | 45.00%-25.6pp | 36.89%-17.5pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,011 | $2,851-29.5% | $2,399-16.2% | $4,379-54.1% |
| Participant deferral / active EE | $5,406 | $4,743+14.0% | $4,137+30.7% | $6,730-19.7% |
| Admin fee / account holder | $468 | $11,502-95.9% | $9,741-95.2% | $14,365-96.7% |