Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,737 | $124,980-53.8% | $108,359-46.7% | $154,746-62.7% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 11.44% | 45.00%-33.6pp | 36.89%-25.5pp | 172.34%-160.9pp |
| Employer contribution / active EE | $2,664 | $2,851-6.6% | $2,399+11.0% | $4,379-39.2% |
| Participant deferral / active EE | $3,818 | $4,743-19.5% | $4,137-7.7% | $6,730-43.3% |
| Admin fee / account holder | $3,857 | $11,502-66.5% | $9,741-60.4% | $14,365-73.1% |