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 | $48,455 | $51,207-5.4% | $70,565-31.3% | $75,177-35.5% |
| Participation rate | 74.1% | 61.0%+13.1pp | 68.4%+5.7pp | 67.2%+6.9pp |
| Annual return | 21.68% | 30.05%-8.4pp | 32.79%-11.1pp | 160.75%-139.1pp |
| Employer contribution / active EE | $2,771 | $1,826+51.7% | $2,976-6.9% | $2,671+3.7% |
| Participant deferral / active EE | $8,618 | $2,850+202.4% | $4,568+88.7% | $4,126+108.9% |
| Admin fee / account holder | $550 | $4,097-86.6% | $6,430-91.4% | $5,651-90.3% |