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 | $44,227 | $154,228-71.3% | $145,433-69.6% | $137,256-67.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 14.70% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,514 | $4,804-47.7% | $4,554-44.8% | $4,156-39.5% |
| Participant deferral / active EE | $4,816 | $8,216-41.4% | $7,897-39.0% | $6,407-24.8% |
| Admin fee / account holder | $6,643 | $14,344-53.7% | $13,129-49.4% | $12,270-45.9% |