Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,990 | $124,980-69.6% | $108,359-64.9% | $154,746-75.5% |
| Participation rate | 72.7% | 75.2%-2.4pp | 70.1%+2.6pp | 80.7%-8.0pp |
| Annual return | 22.02% | 45.00%-23.0pp | 36.89%-14.9pp | 172.34%-150.3pp |
| Employer contribution / active EE | $2,505 | $2,851-12.1% | $2,399+4.4% | $4,379-42.8% |
| Participant deferral / active EE | $4,450 | $4,743-6.2% | $4,137+7.6% | $6,730-33.9% |
| Admin fee / account holder | $2,220 | $11,502-80.7% | $9,741-77.2% | $14,365-84.5% |