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 | $48,775 | $154,228-68.4% | $145,433-66.5% | $137,256-64.5% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 15.84% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,774 | $4,804-63.1% | $4,554-61.0% | $4,156-57.3% |
| Participant deferral / active EE | $7,611 | $8,216-7.4% | $7,897-3.6% | $6,407+18.8% |
| Admin fee / account holder | $6,308 | $14,344-56.0% | $13,129-52.0% | $12,270-48.6% |