Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $68,400 | $111,814-38.8% | $103,378-33.8% | $145,978-53.1% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 10.79% | 24.80%-14.0pp | 24.91%-14.1pp | 550.52%-539.7pp |
| Employer contribution / active EE | $2,790 | $4,215-33.8% | $3,870-27.9% | $4,662-40.2% |
| Participant deferral / active EE | $5,485 | $5,618-2.4% | $5,058+8.4% | $6,690-18.0% |
| Admin fee / account holder | $13,313 | $9,764+36.3% | $8,401+58.5% | $13,400-0.7% |