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 | $124,425-61.8% | $112,040-57.6% | $137,256-65.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 19.48% | 24.72%-5.2pp | 24.52%-5.0pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,948 | $3,411-13.6% | $2,954-0.2% | $4,156-29.1% |
| Participant deferral / active EE | $6,828 | $5,718+19.4% | $5,098+33.9% | $6,407+6.6% |
| Admin fee / account holder | $1,342 | $15,207-91.2% | $12,098-88.9% | $12,270-89.1% |