Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $50,157 | $111,814-55.1% | $103,374-51.5% | $145,959-65.6% |
| Participation rate | 70.8% | 77.9%-7.1pp | 74.5%-3.7pp | 80.3%-9.5pp |
| Annual return | 14.84% | 24.77%-9.9pp | 24.89%-10.0pp | 561.95%-547.1pp |
| Employer contribution / active EE | $2,130 | $4,214-49.4% | $3,869-44.9% | $4,661-54.3% |
| Participant deferral / active EE | $5,243 | $5,618-6.7% | $5,058+3.7% | $6,689-21.6% |
| Admin fee / account holder | $2,837 | $9,754-70.9% | $8,394-66.2% | $13,398-78.8% |