Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,619 | $75,541-54.2% | $152,093-77.2% | $82,637-58.1% |
| Participation rate | 80.6% | 66.5%+14.1pp | 77.8%+2.8pp | 68.1%+12.5pp |
| Annual return | 20.92% | 32.56%-11.6pp | 66.36%-45.4pp | 53.51%-32.6pp |
| Employer contribution / active EE | $2,752 | $2,622+4.9% | $4,175-34.1% | $2,552+7.8% |
| Participant deferral / active EE | $4,299 | $3,206+34.1% | $5,451-21.1% | $4,126+4.2% |
| Admin fee / account holder | $3,357 | $6,405-47.6% | $14,497-76.8% | $7,339-54.3% |