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 | $41,546 | $184,014-77.4% | $161,149-74.2% | $138,895-70.1% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.8%-6.1pp | 79.9%-7.2pp |
| Annual return | 18.74% | 21.52%-2.8pp | 21.16%-2.4pp | 145.39%-126.7pp |
| Employer contribution / active EE | $3,060 | $5,055-39.5% | $4,360-29.8% | $4,194-27.0% |
| Participant deferral / active EE | $5,165 | $6,909-25.2% | $6,153-16.1% | $6,396-19.2% |
| Admin fee / account holder | $2,734 | $18,027-84.8% | $15,194-82.0% | $12,562-78.2% |