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 | $50,888 | $107,733-52.8% | $92,985-45.3% | $154,746-67.1% |
| Participation rate | 78.6% | 74.6%+4.0pp | 69.5%+9.1pp | 80.7%-2.1pp |
| Annual return | 14.30% | 30.39%-16.1pp | 27.99%-13.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,937 | $3,126-38.1% | $2,662-27.3% | $4,379-55.8% |
| Participant deferral / active EE | $6,552 | $5,053+29.7% | $4,377+49.7% | $6,730-2.7% |
| Admin fee / account holder | $1,486 | $11,369-86.9% | $9,463-84.3% | $14,365-89.7% |