Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,225 | $124,425-79.7% | $112,040-77.5% | $137,256-81.6% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.5%+11.7pp | 80.0%+8.3pp |
| Annual return | 21.30% | 24.72%-3.4pp | 24.52%-3.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $5,356 | $3,411+57.0% | $2,954+81.3% | $4,156+28.9% |
| Participant deferral / active EE | $4,205 | $5,718-26.5% | $5,098-17.5% | $6,407-34.4% |
| Admin fee / account holder | $1,650 | $15,207-89.2% | $12,098-86.4% | $12,270-86.6% |