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 | $39,955 | $162,967-75.5% | $135,792-70.6% | $138,895-71.2% |
| Participation rate | 77.8% | 78.3%-0.5pp | 72.6%+5.2pp | 79.9%-2.1pp |
| Annual return | 15.13% | 30.08%-14.9pp | 25.96%-10.8pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,888 | $4,211-55.2% | $3,496-46.0% | $4,194-55.0% |
| Participant deferral / active EE | $2,642 | $5,640-53.2% | $4,759-44.5% | $6,396-58.7% |
| Admin fee / account holder | $3,857 | $15,306-74.8% | $12,266-68.6% | $12,562-69.3% |