Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $55,646 | $108,825-48.9% | $156,181-64.4% | $82,448-32.5% |
| Participation rate | 73.7% | 72.4%+1.3pp | 78.8%-5.1pp | 68.1%+5.6pp |
| Annual return | 17.96% | 20.59%-2.6pp | 64.87%-46.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,160 | $2,870-24.8% | $4,294-49.7% | $2,551-15.3% |
| Participant deferral / active EE | $7,887 | $4,577+72.3% | $6,132+28.6% | $4,139+90.5% |
| Admin fee / account holder | $822 | $9,341-91.2% | $14,586-94.4% | $7,234-88.6% |