Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,810 | $93,617-72.4% | $135,982-81.0% | $75,177-65.7% |
| Participation rate | 92.4% | 75.2%+17.2pp | 81.9%+10.5pp | 67.2%+25.2pp |
| Annual return | 17.82% | 30.89%-13.1pp | 68.32%-50.5pp | 160.75%-142.9pp |
| Employer contribution / active EE | $2,846 | $3,538-19.6% | $4,859-41.4% | $2,671+6.6% |
| Participant deferral / active EE | $6,565 | $6,406+2.5% | $7,760-15.4% | $4,126+59.1% |
| Admin fee / account holder | $4,988 | $6,980-28.5% | $10,767-53.7% | $5,651-11.7% |