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 | $37,526 | $124,330-69.8% | $109,173-65.6% | $167,536-77.6% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 19.65% | 26.04%-6.4pp | 25.75%-6.1pp | 478.82%-459.2pp |
| Employer contribution / active EE | $1,093 | $4,209-74.0% | $3,723-70.6% | $4,839-77.4% |
| Participant deferral / active EE | $3,771 | $5,256-28.3% | $4,654-19.0% | $6,342-40.5% |
| Admin fee / account holder | $2,183 | $7,974-72.6% | $6,755-67.7% | $12,315-82.3% |