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 | $57,409 | $124,213-53.8% | $118,106-51.4% | $154,746-62.9% |
| Participation rate | 75.0% | 83.6%-8.6pp | 81.9%-6.9pp | 80.7%-5.7pp |
| Annual return | 19.69% | 18.29%+1.4pp | 19.44%+0.2pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,189 | $4,905-55.4% | $4,698-53.4% | $4,379-50.0% |
| Participant deferral / active EE | $7,039 | $6,859+2.6% | $6,619+6.4% | $6,730+4.6% |
| Admin fee / account holder | $2,726 | $9,627-71.7% | $8,973-69.6% | $14,365-81.0% |