Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,638 | $138,312-72.8% | $122,979-69.4% | $155,188-75.7% |
| Participation rate | 88.9% | 80.2%+8.7pp | 77.2%+11.7pp | 80.8%+8.1pp |
| Annual return | 16.65% | 22.06%-5.4pp | 20.12%-3.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,597 | $3,530-54.8% | $3,062-47.9% | $4,248-62.4% |
| Participant deferral / active EE | $3,235 | $5,592-42.1% | $5,003-35.3% | $6,531-50.5% |
| Admin fee / account holder | $3,919 | $15,089-74.0% | $12,864-69.5% | $14,480-72.9% |