Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,363 | $141,004-59.3% | $112,273-48.9% | $139,466-58.9% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 17.55% | 32.75%-15.2pp | 30.23%-12.7pp | 373.66%-356.1pp |
| Employer contribution / active EE | $3,346 | $4,285-21.9% | $3,431-2.5% | $4,754-29.6% |
| Participant deferral / active EE | $5,437 | $5,878-7.5% | $4,800+13.3% | $6,712-19.0% |
| Admin fee / account holder | $3,360 | $9,959-66.3% | $7,752-56.7% | $11,409-70.5% |