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 | $34,356 | $184,014-81.3% | $161,149-78.7% | $138,895-75.3% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.8%+10.1pp | 79.9%+9.0pp |
| Annual return | 13.34% | 21.52%-8.2pp | 21.16%-7.8pp | 145.39%-132.1pp |
| Employer contribution / active EE | $2,939 | $5,055-41.9% | $4,360-32.6% | $4,194-29.9% |
| Participant deferral / active EE | $5,586 | $6,909-19.2% | $6,153-9.2% | $6,396-12.7% |
| Admin fee / account holder | $1,261 | $18,027-93.0% | $15,194-91.7% | $12,562-90.0% |