Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $54,207 | $97,125-44.2% | $86,233-37.1% | $137,256-60.5% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.0%+1.6pp | 80.0%-9.4pp |
| Annual return | 21.48% | 74.19%-52.7pp | 61.39%-39.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,794 | $2,841-1.7% | $2,504+11.6% | $4,156-32.8% |
| Participant deferral / active EE | $6,319 | $5,180+22.0% | $4,559+38.6% | $6,407-1.4% |
| Admin fee / account holder | $1,013 | $9,725-89.6% | $8,342-87.9% | $12,270-91.7% |