Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $44,770 | $73,988-39.5% | $96,538-53.6% | $75,177-40.4% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 16.66% | 26.73%-10.1pp | 35.74%-19.1pp | 160.75%-144.1pp |
| Employer contribution / active EE | $2,269 | $2,930-22.6% | $3,740-39.3% | $2,671-15.0% |
| Participant deferral / active EE | $6,552 | $3,660+79.0% | $4,880+34.3% | $4,126+58.8% |
| Admin fee / account holder | $1,270 | $5,220-75.7% | $6,737-81.1% | $5,651-77.5% |