Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,553 | $78,690-43.4% | $161,489-72.4% | $87,485-49.1% |
| Participation rate | 89.7% | 67.5%+22.2pp | 78.7%+11.0pp | 68.9%+20.7pp |
| Annual return | 17.05% | 32.74%-15.7pp | 89.72%-72.7pp | 26.06%-9.0pp |
| Employer contribution / active EE | $2,021 | $2,588-21.9% | $4,268-52.6% | $2,596-22.1% |
| Participant deferral / active EE | $5,034 | $3,311+52.0% | $5,630-10.6% | $4,274+17.8% |
| Admin fee / account holder | $3,392 | $6,724-49.5% | $16,006-78.8% | $7,775-56.4% |