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 | $47,535 | $136,860-65.3% | $120,344-60.5% | $154,746-69.3% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 19.48% | 21.38%-1.9pp | 20.30%-0.8pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,948 | $3,533-16.5% | $3,020-2.4% | $4,379-32.7% |
| Participant deferral / active EE | $6,828 | $5,793+17.9% | $5,135+33.0% | $6,730+1.5% |
| Admin fee / account holder | $1,342 | $15,393-91.3% | $12,742-89.5% | $14,365-90.7% |