Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,801 | $90,745-62.8% | $130,270-74.1% | $75,177-55.0% |
| Participation rate | 70.3% | 71.1%-0.7pp | 76.3%-6.0pp | 67.2%+3.1pp |
| Annual return | 19.05% | 34.45%-15.4pp | 38.89%-19.8pp | 160.75%-141.7pp |
| Employer contribution / active EE | $3,513 | $3,314+6.0% | $4,128-14.9% | $2,671+31.5% |
| Participant deferral / active EE | $9,309 | $5,362+73.6% | $6,797+37.0% | $4,126+125.6% |
| Admin fee / account holder | $7,692 | $6,331+21.5% | $6,022+27.7% | $5,651+36.1% |