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 | $58,989 | $104,251-43.4% | $91,004-35.2% | $147,586-60.0% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 21.04% | 27.06%-6.0pp | 4.60%+16.4pp | 578.59%-557.6pp |
| Employer contribution / active EE | $2,837 | $3,116-8.9% | $2,456+15.5% | $4,876-41.8% |
| Participant deferral / active EE | $8,499 | $4,195+102.6% | $3,548+139.6% | $5,439+56.3% |
| Admin fee / account holder | $6,582 | $8,948-26.4% | $5,417+21.5% | $10,886-39.5% |