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 | $45,328 | $185,141-75.5% | $153,416-70.5% | $155,188-70.8% |
| Participation rate | 94.1% | 79.9%+14.2pp | 74.3%+19.8pp | 80.8%+13.3pp |
| Annual return | 16.77% | 18.72%-2.0pp | 17.84%-1.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $2,216 | $4,489-50.6% | $3,764-41.1% | $4,248-47.8% |
| Participant deferral / active EE | $5,421 | $5,477-1.0% | $4,723+14.8% | $6,531-17.0% |
| Admin fee / account holder | $2,544 | $16,005-84.1% | $13,095-80.6% | $14,480-82.4% |