Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,875 | $147,556-68.9% | $129,031-64.4% | $198,609-76.9% |
| Participation rate | 88.9% | 77.2%+11.6pp | 73.4%+15.5pp | 82.4%+6.5pp |
| Annual return | 19.60% | 37.41%-17.8pp | 34.67%-15.1pp | 202.70%-183.1pp |
| Employer contribution / active EE | $1,430 | $3,645-60.8% | $3,226-55.7% | $5,055-71.7% |
| Participant deferral / active EE | $2,582 | $5,760-55.2% | $5,217-50.5% | $6,977-63.0% |
| Admin fee / account holder | $5,029 | $15,467-67.5% | $13,208-61.9% | $19,030-73.6% |