Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $77,530 | $98,240-21.1% | $82,312-5.8% | $147,586-47.5% |
| Participation rate | 90.5% | 79.7%+10.8pp | 76.9%+13.6pp | 82.8%+7.6pp |
| Annual return | 26.39% | 30.85%-4.5pp | 25.88%+0.5pp | 578.59%-552.2pp |
| Employer contribution / active EE | $1,877 | $3,192-41.2% | $2,428-22.7% | $4,876-61.5% |
| Participant deferral / active EE | $2,790 | $4,383-36.3% | $3,706-24.7% | $5,439-48.7% |
| Admin fee / account holder | $2,516 | $8,563-70.6% | $5,608-55.1% | $10,886-76.9% |