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 | $58,521 | $101,795-42.5% | $165,100-64.6% | $80,959-27.7% |
| Participation rate | 72.5% | 71.8%+0.7pp | 78.6%-6.1pp | 67.7%+4.8pp |
| Annual return | 15.18% | 16.73%-1.5pp | 70.21%-55.0pp | 35.67%-20.5pp |
| Employer contribution / active EE | $2,890 | $2,954-2.2% | $4,348-33.5% | $2,757+4.8% |
| Participant deferral / active EE | $5,912 | $4,476+32.1% | $6,035-2.0% | $4,300+37.5% |
| Admin fee / account holder | $2,517 | $8,221-69.4% | $12,696-80.2% | $6,925-63.7% |