Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,087 | $93,589-42.2% | $135,942-60.2% | $75,181-28.1% |
| Participation rate | 75.7% | 75.2%+0.5pp | 81.9%-6.2pp | 67.2%+8.5pp |
| Annual return | 23.48% | 30.90%-7.4pp | 68.28%-44.8pp | 160.69%-137.2pp |
| Employer contribution / active EE | $4,770 | $3,537+34.8% | $4,858-1.8% | $2,671+78.6% |
| Participant deferral / active EE | $9,504 | $6,405+48.4% | $7,759+22.5% | $4,126+130.4% |
| Admin fee / account holder | $4,678 | $6,977-33.0% | $10,764-56.5% | $5,650-17.2% |