Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $46,536 | $93,598-50.3% | $135,974-65.8% | $75,173-38.1% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 29.93% | 30.89%-1.0pp | 68.30%-38.4pp | 160.72%-130.8pp |
| Employer contribution / active EE | $16,006 | $3,538+352.4% | $4,859+229.4% | $2,671+499.3% |
| Participant deferral / active EE | $7,291 | $6,405+13.8% | $7,760-6.0% | $4,126+76.7% |
| Admin fee / account holder | $2,288 | $6,978-67.2% | $10,767-78.7% | $5,651-59.5% |