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 | $47,576 | $135,956-65.0% | $123,894-61.6% | $273,972-82.6% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 6.89% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $4,096 | $5,170-20.8% | $4,617-11.3% | $4,869-15.9% |
| Participant deferral / active EE | $8,430 | $6,343+32.9% | $5,984+40.9% | $5,287+59.4% |
| Admin fee / account holder | $2,384 | $9,817-75.7% | $8,357-71.5% | $10,133-76.5% |