Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $55,200 | $93,617-41.0% | $135,982-59.4% | $75,177-26.6% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+1.0pp | 67.2%+15.7pp |
| Annual return | 19.10% | 30.89%-11.8pp | 68.32%-49.2pp | 160.75%-141.6pp |
| Employer contribution / active EE | $3,101 | $3,538-12.4% | $4,859-36.2% | $2,671+16.1% |
| Participant deferral / active EE | $5,611 | $6,406-12.4% | $7,760-27.7% | $4,126+36.0% |
| Admin fee / account holder | $594 | $6,980-91.5% | $10,767-94.5% | $5,651-89.5% |