Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,450 | $89,259-50.2% | $107,187-58.5% | $82,637-46.2% |
| Participation rate | 72.7% | 67.9%+4.8pp | 75.0%-2.3pp | 68.1%+4.7pp |
| Annual return | 20.49% | 21.02%-0.5pp | 204.55%-184.1pp | 53.51%-33.0pp |
| Employer contribution / active EE | $1,995 | $3,080-35.2% | $3,782-47.3% | $2,552-21.8% |
| Participant deferral / active EE | $3,696 | $4,037-8.4% | $5,096-27.5% | $4,126-10.4% |
| Admin fee / account holder | $7,136 | $7,381-3.3% | $9,162-22.1% | $7,339-2.8% |