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 | $45,819 | $49,255-7.0% | $70,494-35.0% | $79,856-42.6% |
| Participation rate | 78.8% | 69.2%+9.6pp | 75.1%+3.7pp | 69.6%+9.1pp |
| Annual return | 20.49% | 30.10%-9.6pp | 109.16%-88.7pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,946 | $2,100+40.3% | $2,738+7.6% | $2,471+19.2% |
| Participant deferral / active EE | $6,305 | $2,768+127.8% | $3,711+69.9% | $3,741+68.5% |
| Admin fee / account holder | $1,399 | $2,879-51.4% | $3,848-63.6% | $5,306-73.6% |