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 | $89,824 | $117,895-23.8% | $102,460-12.3% | $145,897-38.4% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 15.39% | 31.92%-16.5pp | 29.47%-14.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,915 | $3,619-47.1% | $3,025-36.7% | $4,663-58.9% |
| Participant deferral / active EE | $3,400 | $5,736-40.7% | $5,056-32.8% | $6,689-49.2% |
| Admin fee / account holder | $436 | $13,353-96.7% | $9,460-95.4% | $13,390-96.7% |