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 | $70,549 | $124,425-43.3% | $112,040-37.0% | $137,256-48.6% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 13.09% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,536 | $3,411-25.7% | $2,954-14.2% | $4,156-39.0% |
| Participant deferral / active EE | $5,933 | $5,718+3.7% | $5,098+16.4% | $6,407-7.4% |
| Admin fee / account holder | $699 | $15,207-95.4% | $12,098-94.2% | $12,270-94.3% |