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 | $26,257 | $110,379-76.2% | $102,412-74.4% | $145,884-82.0% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.6pp |
| Annual return | 22.54% | 24.84%-2.3pp | 24.94%-2.4pp | 551.85%-529.3pp |
| Employer contribution / active EE | $2,506 | $4,216-40.6% | $3,870-35.2% | $4,662-46.3% |
| Participant deferral / active EE | $3,709 | $5,622-34.0% | $5,060-26.7% | $6,690-44.6% |
| Admin fee / account holder | $601 | $9,745-93.8% | $8,388-92.8% | $13,392-95.5% |